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Kevin McIntyre
Principal, Municipal Portfolio Manager at Newedge Wealth, LLC
About
Kevin McIntyre is Principal and Municipal Bond Portfolio Manager at NewEdge Wealth, where he leads the design, construction, and implementation of fixed-income and municipal bond investment strategies. He works closely with advisors to provide custom solutions and investment insights for ultra-high-net-worth families, family offices, and institutional clients, with a specific focus on municipal bond strategies and separately managed accounts.
With nearly 30 years of experience, Kevin previously served as Senior Municipal Portfolio Manager and Executive Director at UBS Asset Management, where he was responsible for managing municipal portfolios and leading trading operations. His expertise lies primarily in fixed income and municipal securities, with an emphasis on tailored portfolio solutions for high-net-worth and institutional investors.
Kevin holds a Bachelor of Science in Marketing and Management from Siena College. He is recognized for his depth of knowledge in municipal bond portfolio management and his contributions to elevating fixed-income solutions at leading investment firms.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewEdge Wealth | Principal, Municipal Portfolio Manager | Jan 2024 to Present | — |
| UBS Global Asset Management | Senior Municipal Portfolio Manager, Executive Director | Jan 2014 to Jan 2024 | Key member of 11 person municipal team with $29B in Municipal AUM generating $24M+ in annual revenue, rated “Best in Class” by Wealth Management’s top financial advisors and senior management. • Creat... |
| UBS Global Asset Management | Senior Portfolio Manager, Head of Trading, Director | Jan 2004 to Feb 2013 | Co-Lead PM of flagship UBS Intermediate SMA Strategy with $6B in assets, achieving top quartile performance vs. peers, exceeding benchmark by .50 basis points with lower risk scores. PM of Long mandat... |
Education
Siena College
Bachelor of Science (B.S.), Siena College, Marketing and Management
Skills & Expertise
Others at Newedge Wealth, LLC (30)
| Name | Role | Location |
|---|---|---|
 | Principal | New York, NY , United States |
 | Partner | Delray Beach, FL , United States |
 | Associate | Darien, CT , United States |
 | Chief Investment Officer | New York, NY , United States |
 | Principal | Portsmouth, NH , United States |
 | Partner | Bentonville, AR , United States |
 | Principal | New York, NY , United States |
 | Principal | New York, NY , United States |
 | Principal | Pittsburgh, PA , United States |
J John Froley | Principal | San Francisco, CA , United States |
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