Integrated Private Wealth adds three hires and a promotion

Integrated Private Wealth, the business-owner unit of Boston-based RIA Integrated Partners, made three hires and one internal promotion, InvestmentNews reported Nov. 4. The unit is building a team for clients preparing for, or emerging from, the sale of a company.

Ron Bowker joined as chief of staff, Emmett Maguire III as director of multi-asset strategy and research, and Audree Bobinger as associate family advisor. Marquis Richardson was promoted to associate family advisor. The unit is led by executive director Homer Smith. Integrated Partners rolled out IPW in February.

For advisors at Integrated Partners, the additions provide in-house research coverage of concentrated-stock positions, tax-aware investing and portfolios for families with complicated finances. Maguire will lead investment research and strategy on tax-aware investing, concentrated-stock positions and portfolios for families with complicated finances. Bowker will work with Smith on strategic initiatives and internal processes.

Bowker, a Navy veteran with more than 25 years in strategic leadership, operations and finance, was previously chief of staff and adviser to the CEO at NEOM, and earlier director of operations and chief of staff at King Abdullah University of Science and Technology. Maguire was most recently principal and managing director of investment platform solutions at F.L. Putnam Investment Management Co. and earlier headed multi-asset research at SVB Private. Bobinger, also a Navy veteran, has nine years in financial services, including an investment advisory role at API Financial Advisors. Richardson joined the team in 2023 and now takes on more responsibility for client relationships.

Integrated Partners reported $23.6 billion in regulatory assets, 493 employees and 65,563 accounts in its Form ADV filed Aug. 3. As Private Wealth Daily previously reported, the firm also added the eight-person Perennial Wealth Partners team in October.