Michael Leavy Email

Partner @ Integris Wealth Management

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Michael Leavy Location

Monterey, CA, US

Michael Leavy Work

2004 - now Partner @ Integris Wealth Management
1999 - 2003 Owner @ Bixby Capital
1997 - 1999 Portfolio Manager @ BARRA Rogers Casey

1993 - 1996 Portfolio Manager @ Citi
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1988 - 1993 Portfolio Manager @ QuantiLogic

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Michael Leavy Education

CFA Institute
Chartered Financial Analyst (CFA) (Investments and Securities)
1988 - 1991
University of California, Santa Barbara
Bachelor of Arts (BA) (Economics)
1980 - 1984
Exit Planning Institute

Michael Leavy Summary

Michael Leavy, based in Monterey, CA, US, is currently a Partner at Integris Wealth Management. Michael Leavy brings experience from previous roles at Bixby Capital, BARRA Rogers Casey, Citigroup and QuantiLogic. Michael Leavy holds a 1988 - 1991 Chartered Financial Analyst (CFA) in Investments and Securities @ CFA Institute. Michael Leavy has 1 emails on RocketReach.

Michael Leavy Emails

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@integriswealth.com

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Michael Leavy

Partner at Integris Wealth Management

Monterey, CA, US
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Kevin Mahoney

Advisor, CAO, COO, Partner at Integris Wealth Management

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Kay Oh

Paraplanner at Integris Wealth Management

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Elizabeth Gibson

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Julie Roth

Advisor at Integris Wealth Management

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