Historique de carrière de Mike McIntosh
Anciens postes connus de Mike McIntosh
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Directeur en chef des Investissements | 02/03/2017 | 26/08/2022 |
| Trading-Equity | 02/03/2017 | 26/08/2022 | |
| Membre du Comité d'Investissement | 02/03/2017 | 26/08/2022 | |
| Gestionnaire de Portefeuille-Actions | 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 | - |
| Analyst-Fixed Income | 21/02/2012 | - | |
| Membre du Comité d'Investissement | 01/06/2008 | - |
Formation de Mike McIntosh
| Amherst College | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Investment Committee Member | 2 |
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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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