About the Author

Michael McIntyre, CFA

Director of Investment Planning & Portfolio Implementation

Michael has investment planning and implementation oversight responsibility for Wealth Management’s 80+ advisors, helping to ensure that client objectives and risk tolerances are 
aligned with their investment plans and portfolios, as well as the firm’s best thinking.

Michael has 14 years of wealth management experience and previously served as an investment market manager and senior investment advisor for PNC Wealth Management, where he managed high-net-worth relationships, as well as a team of investment advisors in the Philadelphia region.

Michael holds an MBA from Villanova University and a bachelor’s degree from the University 
of Delaware. He is a CFA® charterholder.

Michael lives in West Chester, PA, and enjoys outdoor activities and spending time with family 
and friends.

By the Author

Can Your Portfolio, Balance Sheet,
and Wealth Plan Pass the Test?

Michael McIntyre, CFA |
Wealth Planning

Stress testing is more important than ever as we enter another season of uncertainty.By stress testing your current portfolio you can see how it would likely have fared under different market shocks or stress scenarios and you can determine whether asset allocation shifts or goal adjustments need to be made.Stress testing balance sheets is equally important and can reveal liquidity gaps and cash flow continuity risks should a significant unexpected event take place.


Emerald GEM 18: The Importance of Asset Location for Greater Tax Efficiency

Michael McIntyre, CFA |
Emerald GEMs

September 1, 2020—Where and how you save your money can play a large role in your after-tax return as well as the after-tax paycheck you may need in retirement. A good question to ask yourself is: How can I help improve the tax efficiency of my investments? Director of Investment Planning and Portfolio Implementation Michael McIntyre discusses the importance of asset location in addition to asset allocation.