My name is John McKay. I am a CFA charterholder and Portfolio Manager at Incline Wealth Advisors. For years, I’ve navigated the markets through an institutional lens, where discipline and deep research are the baseline. But I joined Incline because I believe that same level of institutional rigor should be available to retail investors. My passion is aligning and optimizing portfolio management and tax strategy for individuals, families, and business owners. If you are looking to review your portfolio or need a financial advisor drop me a note below.
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