AeroLeads people directory · profile
Katie Mcintyre, Cfp® Email & Phone Number
Chief of Staff
at
Private Family Office
1 work email found
@epiqcg.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief of Staff
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is Katie Mcintyre, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Katie Mcintyre, Cfp® is listed as Chief of Staff at Private Family Office, a company with 499 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at epiqcg.com and a matched LinkedIn profile for Katie Mcintyre, Cfp®.
Katie Mcintyre, Cfp® previously worked as Director at Orchid Advisory and Vice President at Epiq Capital Group. Katie Mcintyre, Cfp® holds Master Of Business Administration (M.B.A.) from Southern Methodist University.
Company email context
Email format at Private Family Office
This section adds company-level context without repeating Katie Mcintyre, Cfp®'s masked contact details.
*@epiqcg.com
68% confidence
AeroLeads found 1 current-domain work email signal for Katie Mcintyre, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Katie Mcintyre, Cfp®
Katie Mcintyre, Cfp® is a Chief of Staff at Private Family Office. She possess expertise in wealth preservation planning, financial analysis, financial statements, financial advisory, family office and 1 more skills.
Listed skills include Wealth Preservation Planning, Financial Analysis, Financial Statements, Financial Advisory, and 2 others.
Current workplace
Katie Mcintyre, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Private Family Office
Employees
499
AeroLeads page
8 roles
Katie Mcintyre, Cfp® work experience
A career timeline built from the work history available for this profile.
Director
Current
Jun 2024 - Present
Vice President
Dec 2023 - Jun 2024
Associate
Boutique multi family office serving a select group of ultra high net worth clients and their families on matters including portfolio management, trust and estate planning, tax planning, philanthropy and executive compensation.
Jun 2021 - Dec 2023
Senior Analyst, Client Advisory Team
Jul 2019 - Jun 2021
Analyst, Client Advisory Team
Mar 2018 - Jul 2019
Private Wealth Associate
Aug 2017 - Mar 2018
Resource Management Associate
Dec 2015 - Aug 2017
2 education records
Katie Mcintyre, Cfp® education
Master Of Business Administration (M.B.A.)
Southern Methodist University
Bachelor Of Science (B.S.), Public Relations, Advertising, And Applied Communication
The University Of Texas At Austin
FAQ
Frequently asked questions about Katie Mcintyre, Cfp®
Quick answers generated from the profile data available on this page.
What company does Katie Mcintyre, Cfp® work for?
Katie Mcintyre, Cfp® works for Private Family Office.
What is Katie Mcintyre, Cfp®'s role at Private Family Office?
Katie Mcintyre, Cfp® is listed as Chief of Staff at Private Family Office.
What is Katie Mcintyre, Cfp®'s email address?
AeroLeads has found 1 work email signal at @epiqcg.com for Katie Mcintyre, Cfp® at Private Family Office.
Where is Katie Mcintyre, Cfp® based?
Katie Mcintyre, Cfp® is based in Dallas-Fort Worth Metroplex, United States, United States while working with Private Family Office.
What companies has Katie Mcintyre, Cfp® worked for?
Katie Mcintyre, Cfp® has worked for Private Family Office, Orchid Advisory, Epiq Capital Group, Tolleson Wealth Management, and Alliancebernstein.
How can I contact Katie Mcintyre, Cfp®?
You can use AeroLeads to view verified contact signals for Katie Mcintyre, Cfp® at Private Family Office, including work email, phone, and LinkedIn data when available.
What schools did Katie Mcintyre, Cfp® attend?
Katie Mcintyre, Cfp® holds Master Of Business Administration (M.B.A.) from Southern Methodist University.
What skills is Katie Mcintyre, Cfp® known for?
Katie Mcintyre, Cfp® is listed with skills including Wealth Preservation Planning, Financial Analysis, Financial Statements, Financial Advisory, Family Office, and Wealth Management.
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