Hybrid RIA Integrated Partners has appointed Stephen Kolano, a chartered financial analyst, as managing director, investments for its relaunched Integrated Family Office business, which the firm said Wednesday will "provide ultra-high-net-worth families with a roadmap for multi-generational success."
The Integrated Family Office solution, which relaunched Wednesday, combines a large network of "leading authorities in family and business law, business management, private lending, recordkeeping and investing to guide households through the challenging and complex process of generational wealth transfer," the company said.
Kolano joins Integrated Partners after having spent more than 19 years at BNY Mellon in multiple roles, most recently as chief investment officer for BNY Mellon Investor Solutions.
Before that, he started his career at J.P. Morgan Chase in 1999, as operations associate-Latin American Equities, according to his LinkedIn profile. In 2002, he joined Boston Company Asset Management, which was part of the merger that formed BNY Mellon Asset Management in 2017.
"We implement efficient, impactful strategies based on the family's values and goals to do what's best to preserve and grow wealth," Kolano said of the Integrated Family Office in the news release announcing his appointment.
He called it a "comprehensive solution that brings simplicity to generational wealth transfers and fortifies family legacies."
