

Michael Leavy
Advisor, CIO, Partner
Integris Wealth Management
United States, California, Monterey
About Me
Mike delivers custom investment and financial planning advice to our clients. Additionally, as the firm’s Chief Investment Officer, Mike oversees the investment group and all investment management provided by the firm. I began my career in 1986 in San Francisco as a financial analyst and portfolio manager for corporations and institutional investment management firms. In 2004 I joined Giff at Integris and became a partner in 2006. I believe that one of the most important attributes in working with clients is an ability to withhold judgment. It is my clients’ values and choices, not mine, that are most important in crafting a financial plan. I am married with three daughters, and we are a ble
Profile Information
Advisor, CIO, Partner
Integris Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Monterey
California
United States
May 28, 2024
Keylinks
More profiles to browse
KC
Ken Cranstone
Advisor
JC
Jessica Cutler
Senior Investment Associate
LG
Liz Gibson
Investment Associate
AB
Allison Barrientos
Advisor, CAO, Partner
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Tim Lynch
Managing Member
Stonepine Capital Management (Private)