WHO WE ARE
MIKE MCINTOSH, CFA, CAIA
Mike is responsible for analyzing, evaluating, and monitoring all investments for the firm. He also serves as the chairman of the investment committee that designs, constructs, and oversees all client portfolios. Mike’s specialized skills and focused training make him uniquely qualified to craft portfolios in today’s challenging markets.
Areas Of Service
- Investment analysis and evaluation
- Customized portfolio construction
- Trading and rebalancing implementation
- Market commentary
Business Related Activities
Before joining Financial Life Advisors, Mike worked as a Portfolio Manager at Heritage Financial Services in Massachusetts. In that role, he gained valuable experience in vital areas such as portfolio construction, investment analysis, and client communication.
A graduate of Amherst College, Mike earned his Bachelor of Arts in Economics. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder, designations awarded to experienced financial professionals who have completed rigorous coursework and examinations.
Originally from Alaska, Mike moved to Texas in 2014 and now works remotely for Financial Life Advisors from Massachusetts. He and his wife reside in Boston, where they enjoy exploring the city, attending Red Sox games, and visiting parks with their dog.
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