Kevin McIntyre

Portfolio Manager-Fixed Income at

NewEdge Wealth LLC

Finance

Consumer Services

Profile

Mr. Kevin McIntyre is a Principal of Investment Solutions at NewEdge Wealth LLC.
He oversees municipal strategy and internal portfolio management across the NewEdge Investment Platform.
He also serves as a tax-exempt strategist, working closely with advisors and clients to provide market insights, security selection, and portfolio construction expertise on the municipal market.
With over 30 years of industry experience, he brings a wealth of knowledge to his role.
Before joining NewEdge, Mr. McIntyre was an Executive Director at UBS Asset Management, where he was a senior portfolio manager on a team that managed $29bill in municipal SMAs and Mutual Fund assets.
Previously at UBS Asset Management, he was Head of Municipal Trading, managing a team that traded over $4bill per year.
He holds a Bachelor of Science in Marketing and Management from Siena College.
Kevin and his family reside in Larchmont, NY.

Kevin McIntyre active positions

Companies	Position	Start
NewEdge Wealth LLC NewEdge Wealth LLC Investment ManagersFinance NewEdge Wealth believes that asset allocation and investor behavior are primary drivers of investment returns. When providing asset allocation advice, the firm assists clients in the review and establishment of an asset allocation plan across a client?s entire portfolio and makes recommendations based on the client?s investment objectives, risk tolerance and market conditions. In the discretionary program, they monitor the client?s portfolio for deviations from the asset allocation plan (within certain agreed upon parameters) and, for assets over which the firm can exercise discretion, may make adjustments to bring the portfolio into conformity the client?s plan.	Portfolio Manager-Fixed Income	2023-12-31

All active positions of Kevin McIntyre

Former positions of Kevin McIntyre

Companies	Position	End
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Portfolio Manager-Fixed Income	2023-12-31
Prime Capital Services, Inc. Prime Capital Services, Inc. Investment Banks/BrokersFinance Provides financial broker-dealer services	Corporate Officer/Principal	-

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Private companies	4
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Finance
Prime Capital Services, Inc. Prime Capital Services, Inc. Investment Banks/BrokersFinance Provides financial broker-dealer services	Finance
Siena College Siena College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
NewEdge Wealth LLC NewEdge Wealth LLC Investment ManagersFinance NewEdge Wealth believes that asset allocation and investor behavior are primary drivers of investment returns. When providing asset allocation advice, the firm assists clients in the review and establishment of an asset allocation plan across a client?s entire portfolio and makes recommendations based on the client?s investment objectives, risk tolerance and market conditions. In the discretionary program, they monitor the client?s portfolio for deviations from the asset allocation plan (within certain agreed upon parameters) and, for assets over which the firm can exercise discretion, may make adjustments to bring the portfolio into conformity the client?s plan.	Finance