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Katie McIntyre, CFP® - Email & Phone Number

Vice President at Epiq Capital Group

Katie McIntyre, CFP® is based out of Dallas-Fort Worth Metroplex and works at Epiq Capital Group as Vice President.

Katie McIntyre, CFP®'s Contact Information

Latest update
May 2, 2024
Location
Dallas-Fort Worth Metroplex

Katie McIntyre, CFP®'s Work History

Vice President
EPIQ Capital Group
Dec 2023 - Present
Associate
EPIQ Capital Group
Jun 2021 - Dec 2023
Senior Analyst, Client Advisory Team
Tolleson Wealth Management
Jul 2019 - Jun 2021
Analyst, Client Advisory Team
Tolleson Wealth Management
Mar 2018 - Jul 2019
Private Wealth Associate
AllianceBernstein
Aug 2017 - Mar 2018

Katie McIntyre, CFP®'s Education

Master of Business Administration (M.B.A.)
2016 - 2018
Bachelor of Science (B.S.)
2010 - 2013

Katie McIntyre, CFP®'s Skills

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

Katie's current employer

Epiq Capital Group logo

Epiq Capital Group

Description
A boutique multi-family office out of San Francisco serving a select group of ultra-high-net-worth clients and their families.
Website
epiqcg.com
HQ Location
San Francisco, California, United States
Number of employees
11-50
Industry
Investment Management
Latest update
April 30, 2024

Frequent questions about Katie McIntyre, CFP®

What company is Katie McIntyre, CFP® working for?
Katie McIntyre, CFP® works for Epiq Capital Group.
What is Katie McIntyre, CFP®'s function at Epiq Capital Group?
Katie McIntyre, CFP® is Vice President at Epiq Capital Group.
Where is Katie McIntyre, CFP® based?
Katie McIntyre, CFP® is based out of Dallas-Fort Worth Metroplex.
Who are Katie McIntyre, CFP®'s co-workers?
Katie McIntyre, CFP®'s colleagues are Chad Boeding, Christine Connors, Jen O'Neal, Vikas Doddapaneni, Matt Hlavacek, Jed Clark, Mark Poelma, Justin Renaudin, Scott McWilliams, Breanne Funk, Derek Jensen, McKenzie Paquette, Rick Withers, Mirari Jacobson, Jennifer Rickards, Sean Rumrill, Heather Sudano, Donna Yu, Greg Forbes, Michael Grimmer, McKenzie Hukill, Brandon Ferri, Jenna Partee, Melanie Zakrzewski, Christopher Jackson, Mireya Svane, Allison Berkowitz, Damali Smith, Jack Burns, Drew Norman, Boris Albul, Aaron Brailov.
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Katie's co-workers

Chad Boeding avatar
Chad Boeding
Chief Executive Officer
Christine Connors avatar
Christine Connors
President and Partner
Jen O'Neal avatar
Jen O'Neal
Vice President
Vikas Doddapaneni avatar
Vikas Doddapaneni
Vice President
Matt Hlavacek avatar
Matt Hlavacek
Vice President
Jed Clark avatar
Jed Clark
General Counsel and CCO
Mark Poelma avatar
Mark Poelma
Vice President
Justin Renaudin avatar
Justin Renaudin
Vice President
Scott McWilliams avatar
Scott McWilliams
Vice President
Breanne Funk avatar
Breanne Funk
Vice President, Family Office
Derek Jensen avatar
Derek Jensen
VP of Finance
McKenzie Paquette avatar
McKenzie Paquette
Director
Rick Withers avatar
Rick Withers
Managing Director
Mirari Jacobson avatar
Mirari Jacobson
Director
Jennifer Rickards avatar
Jennifer Rickards
Director
Sean Rumrill avatar
Sean Rumrill
Managing Director
Heather Sudano avatar
Heather Sudano
Operations Analyst
Donna Yu avatar
Donna Yu
Chief of Staff
Greg Forbes avatar
Greg Forbes
Michael Grimmer avatar
Michael Grimmer
Senior Analyst
McKenzie Hukill avatar
McKenzie Hukill
Investment Operations Analyst
Brandon Ferri avatar
Brandon Ferri
Associate
Jenna Partee avatar
Jenna Partee
Manager of People Operations
Melanie Zakrzewski avatar
Melanie Zakrzewski
Senior Analyst
Christopher Jackson avatar
Christopher Jackson
Partner
Mireya Svane avatar
Mireya Svane
Analyst, Family Office Operations
Allison Berkowitz avatar
Allison Berkowitz
Senior Analyst
Damali Smith avatar
Damali Smith
Associate
Jack Burns avatar
Jack Burns
Senior Analyst
Drew Norman avatar
Drew Norman
Associate
Boris Albul avatar
Boris Albul
Chief Investment Officer
Aaron Brailov avatar
Aaron Brailov
Financial Analyst
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