Integrated Partners has expanded the reach of its $20 billion RIA operations with a new affiliate in Boston.
Aged just 31, Samuel Diarbakerly has big ambitions for this wealth planning and management career. Having started his career at Commonwealth Financial Group, before a seven year tenure at Merrill Lynch and almost three years at Claro Advisors, Diarbakerly is now going independent with Generation Capital Advisors.
He’s joined Integrated Partners with the aim of providing a boutique service for high-net-worth individuals and business owners that encompasses private wealth management services, specializing in sophisticated tax, estate and investment strategies.
At Claro, the young advisor split his time between the firm’s headquarters in Boston and Naples, Florida, and he intends to continue this dual focus with his new venture. And he will be pursuing aggressive growth for his fledgling firm, leveraging the support services offered by Integrated Partners.
This includes working with private wealth expert Russ Alan Prince who works with Integrated advisors and sharing his insights and experience of working with family offices and ultra-high-net-worth individuals.
“Sam embodies the type of growth-focused, career-driven, next-generation advisor we are primed to support here at Integrated,” said Robert Sandrew, chief growth officer at Integrated Partners. “I look forward to seeing the GCA team thrive as they collaborate with our business owner solutions team to develop the firm’s HNW and business owner client services.”
The GCA team includes Rex A. Berger, assistant vice president and private wealth manager, who leads the firm's holistic family office approach, and Brandon Franco, senior private wealth relationship manager.
Diarbakerly’s firm will utilize the Integrated CPA Alliance to help them attract new clients and move upmarket.
“We’ve seen young, ambitious, growth-minded advisors like Sam benefit greatly from access to our partnerships with centers of influence,” said John Pastore, executive vice president at Integrated Partners. “These partnerships will further enable him to deliver exceptional, holistic wealth management services to his clients, and we are pleased to support him on his journey of continued growth.”
Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.
From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.
"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.
Chair also praised the passage of stablecoin legislation this week.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
