Advisors at this firm
Heather M
Series 65
New York, NY
Intentional Asset Management
Heather Mcgee is the CEO and partner of 17 Asset Management and Intentional Funds, holding a Series 65 designation. She has been involved with 17 Asset Management since 2019 and played a key role in launching Intentional Funds in 2022. Her prior experience includes roles at SOCAP Global, Pershing Square Foundation, and Ramius Alternative Solutions. Intentional Asset Management develops thematic equity model portfolios and provides non-discretionary portfolio construction and advisory services focused on impact objectives. The firm’s investment approach combines top-down analysis of long-term structural trends with quantitative optimization and fundamental company analysis, serving individuals, institutions, and other advisory firms.
John M
Series 63, Series 65
New York, NY
Intentional Asset Management
John Morris is a financial advisor with Intentional Asset Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He is the Founder and Executive Chairman of 17 Asset Management, the parent company of Intentional Funds, and he focuses on consulting, product design, and stakeholder management at 17 Asset Management while supporting Intentional Funds through leadership introductions. Intentional Asset Management develops thematic equity model portfolios and offers non-discretionary portfolio construction and advisory services to individuals, institutions, and other advisory firms. The firm’s investment approach combines top-down analysis of long-term impact themes with quantitative optimization and fundamental company research, distributing its models through third-party advisers and platforms.
