NEWS
March 1, 2007
Macintosh Leads Investment Team at 1820 Investment Services
Newburyport, MA -- Deborah N. Macintosh has been hired as Financial Services Representative for 1820 Investment Services at the Institution for Savings. The announcement was made recently by Institution for Savings President and CEO Mark F. Welch.
Ms. Macintosh, an Infinex Investment Representative, will provide 1820 Investments clients with highly customized investment strategies designed to help individuals prepare for their futures. A resident of Newburyport, she has more than 20 years experience in financial planning, client services and account management. Her previous experience includes 9 years with Smith Barney where she managed $38 million in assets for 200-plus clients. Ms. Macintosh holds Series 7 and 63 licenses, as well as Massachusetts and New Hampshire Life and Health Insurance Licenses.
Ms. Macintosh joins Client Services Assistant Kristin Viets, who was hired by 1820 Investment Services last October. Together, they will provide personalized investment management services to clients in the greater Newburyport area.
"We are extremely fortunate to have someone with Deb's experience and client service skills at 1820 Investment Services," said Mr. Welch in announcing the hire. "Her depth of knowledge about investing options, coupled with her strong client relationship skills are already a great asset to our customers who have come to expect excellent service from us."
In addition to providing individualized investment management counsel, Ms. Macintosh will also begin a series of investment management seminars, open to the public, to educate individuals about planning for the future. The first seminar in the series, entitled "Healthy Living, Healthy Retirement," will focus on Individual Retirement Accounts (IRAs), and will also include a segment on nutrition by local nutritionist Claudette Novak. The seminar will take place on Tuesday, March 20th, at 7 pm in the Institution for Saving's Lending Office Community Room, located at 81 State Street in Newburyport. For more information, and to RSVP, contact Kristin Viets at (978) 462-3106 ext. 1217.
