Tim McIntosh

Private Wealth Advisor

Tim serves a Private Wealth Advisor at Carpion Private Wealth where he works closely with high-net-worth and ultra-high-net-worth individuals, families, and institutions providing tailored wealth management solutions as well as specializing in creating customized strategies for investment management, estate planning, tax optimization, and legacy planning.

Tim has been a part of the financial services industry since 1997.  He has extensive business experience working in global multinational corporate and investment banks and having established small start-up companies in Tokyo and Hong Kong.  Tim joined the wealth management side of financial services first in 2013, returning to Merrill in 2020.  At the start of 2024, Tim joined Carpion Private Wealth where he is known for his attention to detail and deep understanding of clients’ unique goals, building long-term relationships rooted in trust and a deep commitment to preserving and growing wealth. Tim works closely with his clients to create comprehensive financial plans that take into account their aspirations, risk preferences, and evolving dynamics, ensuring financial stability and legacy preservation across generations.

Tim graduated from the University of Hawaii – Manoa with a degree in Economics in Honolulu, HI.  Tim is also a veteran of the U.S. Marine Corps, having served his country honorably in the US and abroad. Tim speaks Japanese and has experience living in four countries.  Tim is an avid yachtsman with over 15 years of sailing experience, and enjoys golf, family time, and travel.