At a glance
- Ron Bowker becomes chief of staff of the division after holding the same role at NEOM, a planned development in northwest Saudi Arabia.
- For advisors with business-owner clients, the mix of roles suggests what the division is being built to do: one chief of staff, one research director and two associate family advisors.
- Moves Wire has recorded two arrivals at Integrated Partners in the past 12 months and no departures.
Integrated Partners, a Boston-based hybrid registered investment advisor, hired three people and promoted one in its private wealth division, WealthManagement.com reported in its Nov. 13 people-moves roundup.
Ron Bowker becomes chief of staff of the division after holding the same role at NEOM, a planned development in northwest Saudi Arabia. Emma Maguire III joins as director of multi-asset strategy and research from a managing director role at RIA F.L.Putnam. Audree Bobinger becomes an associate family advisor after working as an investment advisor representative at API Financial Advisors. Marquis Richardson was promoted to associate family advisor from Integrated affiliate Konvergent Wealth Partners.
For advisors with business-owner clients, the mix of roles suggests what the division is being built to do: one chief of staff, one research director and two associate family advisors. The practice, launched earlier this year, targets owners and families working through liquidity events and transitions, according to WealthManagement.com.
Moves Wire has recorded two arrivals at Integrated Partners in the past 12 months and no departures. The most recent was Kyle Caouette's move from Parallel Advisors on Aug. 15 as co-founder of SIGIL Family Office.
Reported by the Moves desk from WealthManagement.com and Moves Wire. Published . Corrections