Integrated Partners Information
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Integrated Partners
Summary
“We believe in empowering independent advisors to build the businesses they’ve always envisioned, while sharing a common goal – taking care of our clients.”
– PAUL SAGANEY, FOUNDER & PRESIDENT
Organization Website | integrated-partners.com |
Social Links |   |
Phone Number | 619-894-8511 |
Industries | |
Headquarters Location | Boston, MA, US |
Employees Size | 200-500 employees |
Specialties | Financial Advisors, Advisors , RIA , Wealth Management , CPA, Financial Services, Estate Planning, Business Owner Solutions , Insurance |
Founded | 1996 |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
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Length of Employment
Employee tenure at Integrated Partners shows a diverse range of experience levels:
5% have been with the company for less than 1 year10% for 1–2 years19% for 3–4 years19% for 5–7 years14% for 8–10 years33% have over 11 years of service at Integrated PartnersDiscover More
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Integrated Partners
Blaise Liederbach
Vice President, Business Development & Acquisitions
Caitlyn Nelson
Head Trader
Blaise Liederbach
Vice President, Head of Strategic Development
Paul Saganey CFP®
President & Founder
Andree Mohr
President
John Pastore
Executive Vice President/Private Wealth Manager
Denis CA de Souza
CEO/CMO
Adrian Duran
Vice President, Head of Advisor Recruiting
John Piantedosi
Chief Implementation Officer
Matt Ackermann
Chief Brand Officer
Josh Benson
VP of Advisor Development
Caitlyn Frament
Director Of Compliance
Andrew Simpter
Manager of Operations
Daniela Young
RIA Billing Operations Manager
Jenn Rapoza
Director of Operations, Office of the CIO
Richard Austin
Executive Director
Joi Wilson
Client Operations Manager
Dylan Porto
Lead RIA Billing Specialist
Lindsay Regruit
Operations Manager
Derek Chesley
Case Design Specialist
Raymond Lucas III
Financial Planner
Zachary Diskin
Operations Associate
Colin Dunn
Systems Administrator
Samson Dooley
Business Development Manager
Hunter Thor
Wealth Management Intern
James Goode
Technical Support Specialist
Danny Greene
Management, Operations, Tech, & Finance Co—op
Cole Pastore
Intern
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FAQ
Integrated Partners operates in the Finance industries. More details can be found on the official website: integrated-partners.com.
The headquarters of Integrated Partners are located in Boston, United States.
You can contact Integrated Partners by phone at 619-894-8511.
Integrated Partners currently employs 200-500 people.
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