Michelle McIntyreNational Business Development Officer

Michelle McIntyre previously served as a Senior Business Development Officer at BNY Mellon Pershing covering all of California where she was responsible for working with large RIAs and helping Breakaway Teams find their path to Independence. Prior to her role at Pershing, Michelle was Head of Business Development and Advisor Experience for Summit Financial, based in Parsippany, NJ. Michelle was Head of Distribution for Spencer Capital Advisors, responsible for sales of the hedge fund and separate account management based in New York City.She subsequently worked with Merrill Lynch for 23 years in various leadership roles, including Western Division Sales Manager in San Francisco, Eastern Division Sales Manager for the Private Banking and Investment Group in New York, Senior Financial Advisor and Producing Manager in Bridgewater, NJ, and Head of Marketing and Product Development, Retirement Services in Princeton, NJ.Michelle lives in Palo Alto, California with her three children, Maison Sophia, and twin sons, Tyler and Chace. In her free time, Michelle enjoys skiing, hiking, and spending time with her horse.Michelle is on the fundraising board of Palo Alto High School and also helps with fundraising for the Horse Park at Woodside.