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Timothy J. McIntosh serves as Chief Investment Officer and is the founder of SIPCO.  He oversees all aspects of major client accounts and serves as the lead portfolio manager for the firm's equity and bond portfolios.  He acts as the firm's chairman of the investment committee.  He served as a Professor of Finance at Eckerd College from 1998 to 2008.

 

Mr. McIntosh’s is the author of The Bear Market Survival Guide.  His forthcoming book, The Sector Strategist, will be released by Wiley Publishing in early 2012.  He has been featured in such notable publications as the Wall Street Journal, New York Times, USA Today,  Investment Advisor, Fortune, and The St. Petersburg Times.  He has been recognized as a 2011 Five Star Wealth Manager in the October issue of Texas Monthly magazine. Texas Monthly and Five Star Professional identified wealth managers in the central Texas region who provide exceptional service and overall satisfaction through the nominations of clients, peers and industry experts.  He has also been named to Medical Economics’ “Best Financial Advisors for Doctors 2011″ list.  Medical Economics is a national healthcare publication and is the leading business resource for physicians.

 

Education

  • Bachelor of Science Degree in Economics from Florida State University

  • Master of Business Administration (M.B.A) degree from the University of Sarasota/Argosy

  • Master of Public Health Degree (M.P.H) from the University of South Florida

  • CERTIFIED FINANCIAL PLANNER, TM

  •  CFA Level II Candidate 

Background

His previous experience includes employment with Blue Cross/Blue Shield of Florida, Enterprise Leasing Company, and the United States Army Military Intelligence. He and his wife, Kim, have two sons and travel between residences in Boerne, TX and Tampa, FL.