KLR Newsroom Michael McIntosh, CFA, CAIA Joins KLR Wealth Management, LLC as Director of Investment Strategy September 30, 2023 Michael joins KLR Wealth Management to help clients navigate a volatile time in the markets. KLR Wealth Management, LLC, today announced Michael McIntosh as its Director of Investment Strategy. McIntosh brings significant experience and expertise to the Firm. As KLR Wealth Management’s new Director of Investment Strategy, Michael will play a pivotal role in shaping the firm's investment philosophy and guiding its financial future. “I am thrilled Michael has joined our team, given his experience and the expertise he will bring to our clients. With his disciplined approach to investing, Michael will be a valuable asset in driving growth for our expanding wealth management practice.” Peri Ann Aptaker, Managing Director, KLR Wealth Management, LLC “I am extremely impressed with KLR Wealth Management’s operations and the exceptional team they have in place,” said McIntosh. “I am excited to be part of such a talented group and eagerly look forward to helping them deliver an even higher level of service.” About Michael McIntosh: Michael McIntosh has more than 14 years of Wealth Management experience leading investment departments, analyzing investments, selecting managers, and crafting portfolios. His previous experience includes serving as the Director of Portfolio Management with Financial Life Advisors, and Portfolio Manager/Research Analyst with Heritage Financial Services. Michael holds a BA in Economics from Amherst College. About KLR Wealth Management, LLC: KLR Wealth Management is the parent company of KLR Investment Advisors, LLC, a SEC registered Investment Advisory Firm that offers comprehensive wealth planning and investment solutions, through a consultative process, to successful individuals and families.
