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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.”


  • 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


  • Bachelor of Arts in Economics, Amherst College



  • Chartered Financial Analyst (CFA) - CFA Institute
  • Chartered Alternative Investment Analyst (CAIA)- CAIA Association
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