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Business Glance: Sept 17, 2023

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San luis libraryUnited statesImperial valleyFour pointsCivic centerUnited kingdomDesert hillsEdward jonesKinzi riveraMariana martinezMichael weiserMara knaubAndrew zollmanYuma county business services teamArizona western college welltonArizona council of governments

Integrated Partners Adds $225M Colorado-Based Registered Investment Advisor

Integrated Partners Adds $225M Colorado-Based Registered Investment Advisor
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United statesAmy shroffTom warburtonLindsay mccoyPaul saganeyShelly schellStrategistjeff engelmanBusiness owner solutionsFamily officeInsurance solutions divisionMorgan stanleyIntegrated partnerManaging partnerFinancial strategistjeff engelmanGroup benefitsIntegrated insurance solutions division

Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff

Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff
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United statesAllie zendrianTom warburtonPeter kaplanasPaul saganeyPeter kaplanJosh bensonRob sandrewCoyle companyOrion advisor technologyInsurance solutionsBusiness owner solutionsIntegrated insurance solutionsFamily officedivisionIntegrated partner founderChief executive

Accelevation buys data center equipment integrator Instor

Accelevation buys data center equipment integrator Instor
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United statesSteve cookJack vonichMichael rubeiraBaird business owner solutionsBusiness owner solutionsSan francisco baySpringboro based accelevationSoutheast toolRevolution iron worksCoach toolWorkplace modular

Integrated Partners Named Fastest-Growing RIA by SmartAsset and Citywire RIA, in Consecutive Years

Press release content from Business Wire. The AP news staff was not involved in its creation.

United statesAllie zendrianRob sandrewPaul saganeyJason lahitaStephen kolanoFamily officeBusiness owner solutionsIntegrated partnerIntegrated business owner solutionsIntegrated family officeChief growth officerIntegrated partnersBusiness wire