CONNECT

Address:

Bellevue Office:
10400 NE 4th Street, Suite 2000
Bellevue, WA 98004

Direct: (425) 637-3600
Fax: (425) 453-3204


Portland Office: 
121 Southwest Morrison, Suite 1800
Portland, OR 97204

Direct: (503) 499-6260
Fax: (503) 226-8581

Phone:

Lance McIntosh, AIF®

Lance McIntosh, AIF®

Senior Vice President/Investments

Lance McIntosh has been in the investment industry for over 30 years. He works with private clients to assess their financial goals, risk tolerance, and investment time horizon, consider tax impacts, and develop their investment portfolios using a disciplined value-based strategy. He and his team manage customized strategies using stocks, ETFs, mutual funds, bonds, and cash equivalents.

Lance is a Northwest native who began his career in 1985 at Drexel Burnham Lambert, where he managed private accounts. He joined Kidder Peabody & Co. in 1989 before joining Ragen MacKenzie in 1992. In 2011, Lance became a founding principal and Director of RMG Asset Management, LLC, which moved to Stifel in 2013. Lance was named as one of Barron’s Top 1,000 Financial Advisors and Top 25 Washington State Financial Advisors in 2009, 2010, 2011, and 2013.*

Lance earned his Bachelor of Arts degree in Business Administration from Western Washington University. He is a former member of the Board of Trustees of the Lake Washington Youth Soccer Association and is a past President and current Board member of the Crossfire Premier Soccer Club. He is a former Chairman of the Seafirst Bank/Butch Blum Classic golf tournament to benefit The Bob Hope Heart Institute. He has coached women’s basketball at Redmond High School, and he has been a volunteer for Redmond Boys and Girls Club, Redmond North Little League, and A.A.U. basketball.

Barron’s "Top 1,000 Advisors" are identified by Barron’s magazine using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Neither the broker-dealer nor its financial advisors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Phone (425) 637-3624
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck