Michael Leavy
Partner at Integris Wealth Management | Monterey, California, United States
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Michael Leavy serves as a Partner at Integris Wealth Management, where he leverages his extensive expertise in comprehensive financial planning and investment management to deliver tailored solutions for clients. With a strong focus on building and nurturing relationships, Michael is dedicated to understanding the unique financial goals of individuals and families, ensuring that their wealth is managed effectively to support their aspirations. His commitment to excellence is reflected in Integris Wealth Management's mission: to be the firm they would hire for themselves.
In his role, Michael is actively involved in key projects that encompass a wide range of financial services, including investment management, hedge fund strategies, and wealth management solutions. His proficiency in new business development enables him to identify opportunities for growth, while his experience with non-profits allows him to provide specialized guidance to organizations seeking to enhance their financial sustainability. Michael's skills in Microsoft Office, particularly in PowerPoint and Word, facilitate effective communication and presentation of complex financial concepts, making them accessible to clients from diverse backgrounds.
Beyond his professional responsibilities, Michael is passionate about giving back to the community. He volunteers his time and expertise to various organizations that promote growth and well-being, reinforcing his belief in the importance of community engagement. Through his work at Integris Wealth Management, Michael not only aims to achieve financial success for his clients but also strives to create a positive impact in the community, embodying the values of integrity and service that define his career.
Partner at Integris Wealth Management in October 2004 to Present
Owner at Bixby Capital in January 1999 to January 2003
Portfolio Manager at BARRA Rogers Casey in January 1997 to January 1999
Portfolio Manager at Citigroup in January 1993 to January 1996
Portfolio Manager at QuantiLogic in January 1988 to January 1993
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Strategic Planning
Public Speaking
Non-profits
Microsoft Office
Customer Service
Microsoft Excel
Project Management
Microsoft Word
New Business Development
Negotiation
PowerPoint
Nonprofits
Investment Management
Portfolio Management
Hedge Funds
Investments
Wealth Management
Asset Allocation
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Discover more about Integris Wealth ManagementWhat is Michael Leavy email address?
Email Michael Leavy at [email protected]. This email is the most updated Michael Leavy email found in 2026.
What is Michael Leavy phone number?
Michael Leavy phone number is +18312143010 and +15169789465.
How to contact Michael Leavy?
To contact Michael Leavy send an email to [email protected]. If you want to call Michael Leavy try calling on +18312143010 and +15169789465. (updated on October 30, 2024)
What is Michael Leavy net worth?
Michael Leavy has an estimated net worth of $150,000 to $249,999
What company does Michael Leavy work for?
Michael Leavy works for Integris Wealth Management
What is Michael Leavy's role at Integris Wealth Management?
Michael Leavy is Partner
What industry does Michael Leavy work in?
Michael Leavy works in the Financial Services industry.
Michael Leavy Email Addresses
Michael Leavy Phone Numbers
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