Profiel
Michael Brian McIntosh worked as the Director of Portfolio Management at Financial Life Advisors LLC from 2017 to 2022.
Prior to that, he worked as a Research Analyst at Heritage Financial Services LLC.
He completed his undergraduate degree at Amherst College.
Eerdere bekende functies van Mike McIntosh
| Bedrijven | Functie | Einde |
|---|---|---|
Financial Life Advisors LLC
 Financial Life Advisors LLC Investment ManagersFinance Part of KFBG Holdings LLC, Financial Life Advisors LLC is a company that provides investment advice. The company is based in San Antonio, TX. The company was founded in 2003. Kirk Warren Francis has been the CEO of the company since 2017. | Chief Investment Officer | 26-08-2022 |
Heritage Financial Services LLC
 Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Analyst-Equity | - |
Opleiding van Mike McIntosh
| Amherst College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Heritage Financial Services LLC
Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Finance |
Financial Life Advisors LLC
Financial Life Advisors LLC Investment ManagersFinance Part of KFBG Holdings LLC, Financial Life Advisors LLC is a company that provides investment advice. The company is based in San Antonio, TX. The company was founded in 2003. Kirk Warren Francis has been the CEO of the company since 2017. | Finance |
