Storia della carriera di Mike McIntosh
Precedenti posizioni note di Mike McIntosh
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Direttore degli Investimenti | 02/03/2017 | 26/08/2022 |
| Trading-Equity | 02/03/2017 | 26/08/2022 | |
| Membro del Comitato di Investimento | 02/03/2017 | 26/08/2022 | |
| Gestore di Portafoglio-Azioni | 02/03/2017 | 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 | 01/06/2008 | - |
| Analista-Rendimento Fisso | 21/02/2012 | - | |
| Membro del Comitato di Investimento | 01/06/2008 | - |
Formazione di Mike McIntosh
| Amherst College | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Investment Committee Member | 2 |
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 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 |
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