Boston, MA
Newport, RI
Providence, RI
Waltham, MA
Michael McIntosh, CFA, CAIA
Director of Investment Strategy
"Helping individuals and families with their investment strategy makes every day exciting, different and fun. I’m proud to be part of a team that truly enjoys helping people think strategically about their future.”
Background
- Over 14 years of wealth management experience leading investment departments and crafting portfolios
- Proven record of navigating difficult markets and complex circumstances to help clients reach their goals
- Expert in public and private financial market research, asset allocation, manager due diligence, investment evaluation/recommendation, and investment communication
Education
- Bachelor of Arts in Economics, Amherst College
Professional
- Chartered Financial Analyst (CFA) - CFA Institute
- Chartered Alternative Investment Analyst (CAIA)- CAIA Association
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