Integrated Partners, a Boston-based registered investment advisory firm managing $7.8 billion, has hired Stephen Kolano as managing director, investments for its integrated family office.
Kolano spent over 19 years at BNY Mellon in multiple roles, most recently as chief investment officer for BNY Mellon Investor Solutions. He began his career at JPMorgan Chase, Integrated Partners said in a press release Wednesday.
[More: Tom Naratil to leave UBS]
RIA industry veterans Jay Hummel and John Phoenix have launched a firm which offers 60% equity to advisors with plans to grow to over $5 billion in AUM, before selling to an institutional investor within five years.
A high-net-worth advisory group leaves Wintrust to embrace independence.
Independent firm joins expanding national advisory network.
New research reveals shifting strategies in financial guidance.
Westlake Village office strengthened by acquisition.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
