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]
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.
