September 26, 2023


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Integrated Partners Picks Up Exec From BNY Mellon

2 min read


What You Need to Know

  • Stephen Kolano was most not too long ago chief expenditure officer at BNY.
  • The Integrated Household Business office organization was relaunched by the business on Wednesday.
  • Spouse and children Business will offer you UHNW family members a street map for multi-generational good results, the organization stated.

Hybrid RIA Integrated Companions has appointed Stephen Kolano, a chartered economical analyst, as controlling director, investments for its relaunched Integrated Family Office environment business, which the firm stated Wednesday will “provide ultra-significant-web-worth families with a roadmap for multi-generational success.”

The Integrated Relatives Business office solution, which relaunched Wednesday, combines a huge network of “leading authorities in spouse and children and business enterprise law, business enterprise management, non-public lending, recordkeeping and investing to tutorial households by the hard and advanced approach of generational prosperity transfer,” the company explained.

Kolano joins Integrated Companions just after possessing used far more than 19 a long time at BNY Mellon in several roles, most lately as main financial investment officer for BNY Mellon Investor Alternatives.

Right before that, he started off his vocation at J.P. Morgan Chase in 1999, as operations associate-Latin American Equities, in accordance to his LinkedIn profile. In 2002, he joined Boston Enterprise Asset Management, which was element of the merger that shaped BNY Mellon Asset Administration in 2017.

“We put into action effective, impactful tactics dependent on the family’s values and ambitions to do what’s most effective to maintain and mature prosperity,” Kolano mentioned of the Built-in Relatives Business in the information release asserting his appointment.

He named it a “comprehensive alternative that brings simplicity to generational prosperity transfers and fortifies family legacies.”


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