Neal Kaye

Neal Kaye

President
PIM Portfolio Manager, Accredited Investment Fiduciary®

I am a father of two, Neal and Ashley, and a grandfather of four: Tucker, Skylar, Neal III and Miller. Claire, my wife, and I live in the Garden District of New Orleans. The restaurants in New Orleans are world famous. We try our best to sample each and every one of them. The pace of life in New Orleans is slower and more culturally diverse than most cities. It really is a wonderful place to live and work.

PRESS RELEASES

View the latest information and news pertaining to Neal here...

EXPERIENCE

2015 to Present – Wells Fargo Advisors Financial Network

  • N W KAYE PRIVATE INVESTMENT MANAGEMENT
  • President 
  • PIM Portfolio Manager

2003 to 2015 - UBS Financial Services, New Orleans, LA

  • Vice President - Investments
  • Senior Portfolio Manager, Portfolio Management Program

1987 to 2003 - Merrill Lynch, Private Client Group, New Orleans, LA

  • Vice President, Senior Financial Advisor
  • Portfolio Manager, Personal Investment Advisory Service

1984 to 1987 - Dixie Brewing Company, New Orleans, LA

  • Owner, President, Chief Executive Officer

1971 to 1984 - Neal W. Kaye Incorporated, New Orleans, LA

  • Owner, President, Chief Executive Officer

EDUCATION

  • MBA, Tulane University New Orleans, LA
  • BSBA. Babson College   Wellesley, MA

MILITARY

United States Navy, Meritorious Service Medal

REGISTRATIONS

  • Series 3, National Commodity Futures
  • Series 7, General Securities Representative
  • Series 24, General Securities Principal 
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative

 

Phone 504-323-3419
Fax 504-754-6929