Katie Mcintyre, Cfp®

Katie Mcintyre, Cfp® Email and Phone Number

Chief of Staff @ Private Family Office
Dallas-Fort Worth Metroplex
Katie Mcintyre, Cfp®'s Location
Dallas-Fort Worth Metroplex, United States, United States
Katie Mcintyre, Cfp®'s Contact Details

Katie Mcintyre, Cfp® personal email

n/a
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.

Katie Mcintyre, Cfp®'s Current Company Details
Private Family Office

Private Family Office

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Chief of Staff
Dallas-Fort Worth Metroplex
Employees:
499
Katie Mcintyre, Cfp® Work Experience Details
  • Private Family Office
    Chief Of Staff
    Private Family Office
    Dallas-Fort Worth Metroplex
    View
  • Orchid Advisory
    Director
    Orchid Advisory Jun 2024 - Present
    View
  • Epiq Capital Group
    Vice President
    Epiq Capital Group Dec 2023 - Jun 2024
    San Francisco, California, Us
    View
  • Epiq Capital Group
    Associate
    Epiq Capital Group Jun 2021 - Dec 2023
    San Francisco, California, Us
    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.
    View
  • Tolleson Wealth Management
    Senior Analyst, Client Advisory Team
    Tolleson Wealth Management Jul 2019 - Jun 2021
    Dallas, Texas, Us
    View
  • Tolleson Wealth Management
    Analyst, Client Advisory Team
    Tolleson Wealth Management Mar 2018 - Jul 2019
    Dallas, Texas, Us
    View
  • Alliancebernstein
    Private Wealth Associate
    Alliancebernstein Aug 2017 - Mar 2018
    Nashville, Tn, Us
    View
  • Ey
    Resource Management Associate
    Ey Dec 2015 - Aug 2017
    London, Gb
    View

Katie Mcintyre, Cfp® Skills

Wealth Preservation Planning Financial Analysis Financial Statements Financial Advisory Family Office Wealth Management

Katie Mcintyre, Cfp® Education Details

  • Southern Methodist University
    Southern Methodist University
    Master Of Business Administration (M.B.A.)
  • The University Of Texas At Austin
    The University Of Texas At Austin
    And Applied Communication

Frequently Asked Questions about Katie Mcintyre, Cfp®

What company does Katie Mcintyre, Cfp® work for?

Katie Mcintyre, Cfp® works for Private Family Office

What is Katie Mcintyre, Cfp®'s role at the current company?

Katie Mcintyre, Cfp®'s current role is Chief of Staff.

What is Katie Mcintyre, Cfp®'s email address?

Katie Mcintyre, Cfp®'s email address is km****@****lth.com

What schools did Katie Mcintyre, Cfp® attend?

Katie Mcintyre, Cfp® attended Southern Methodist University, The University Of Texas At Austin.

What are some of Katie Mcintyre, Cfp®'s interests?

Katie Mcintyre, Cfp® has interest in Children, Education, Science And Technology, Disaster And Humanitarian Relief, Health.

What skills is Katie Mcintyre, Cfp® known for?

Katie Mcintyre, Cfp® has skills like Wealth Preservation Planning, Financial Analysis, Financial Statements, Financial Advisory, Family Office, Wealth Management.

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