Subscribe

Integrated Partners names Andree Mohr president

Left to right: Andree Mohr, president and Paul Saganey, founder and CEO at Integrated Partners.

Mohr will focus on enhancing advisor support, training, and technology at the Boston, Massachusetts-based national planning firm and RIA.

Integrated Partners, a national financial planning and registered investment advisory firm, has announced elevated Andree Mohr as its new president.

Mohr, who joined the firm in 2015, previously served as chief implementation officer, vice president of strategy and development, and director of bu

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Louisiana adopts annuity best-interest standard

Associations for life insurers and financial advisors laud the move, renews call for “sensible protections” around guaranteed lifetime income products.

Why aren’t 529 savings plans more popular?

Edward Jones research highlights gaps in adoption and awareness even as three-fifths of Americans feel they’re falling short on education savings.

Sanctuary names Envestnet’s Robert Coppola as new CTO

The growth-focused RIA is advancing its digital strategy for advisors, including plans for AI and enhancing its TAMP and fee-for-planning platforms.

LPL swipes veteran advisor duo from Cetera

The pair in Orange County, California managed $225M in advisory, brokerage, and retirement plan assets at their former firm.

Bitcoin fund behemoth Grayscale announces CEO succession

The crypto investment colossus is tapping an asset management veteran with history at Goldman, BlackRock, and Invesco as its next chief executive.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print