James McIntyre
Senior Vice President, Senior Portfolio Manager, Senior Financial Advisor
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About James McIntyre
Jamie directs the design and development of customized wealth strategies for ultra high net worth individuals and families nationwide integrating the extensive resources of his team (see below) and the greater enterprise. With more than two decades in finance, Jamie applies the knowledge and insight he has gained from helping families of substantial wealth manage, deploy and transfer assets effectively. He is particularly skilled in asset allocation*, manager selection/oversight and portfolio construction while being mindful of each client\'s cash flow needs and long term objectives. Jamie savors the relationships he has built with clients over many years engaging with each family\'s goals and aspirations in a direct and meaningful way.Focus- Active and Retired Business Owners- Technology and Biotechnology Executives- Private Equity, Hedge Fund Managers, and other Financial ProfessionalsGuidance:•Estate Planning Services / Multi-Generational Wealth Transfer Strategies•Private Sale Referral Network - For our private business owners ultimately planning a sale.•Custom Lending/Structured Lending / Lines Of Credit / Liquidity Solutions•Alternative Investments / Tax Free Vehicles / Real Estate / Private Equity / Venture Capital•Personalized Life Planning•Professional / Custom Portfolio Management•Asset Allocation / Investment Management•Trust Administration, Oversight, and Maintenance Services*•Philanthropic Services / Donor Advised Funds•Stock Option Plans•Business / Personal Cash Management
Experience
Senior Financial Advisor, Senior Vice President
Apr 2016 — Present
Asset allocation does not ensure profit or protect against loss in declining markets.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Education
Colorado College
Bachelor's Degree
1989 — 1993
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