Meet the team behind Integrated Private Wealth
A coordinated team of private wealth advisors, planning specialists, investment professionals, and family office resources built to guide complex wealth with clarity and care.
OUR TEAM
Experienced leadership for complex wealth
Integrated Private Wealth brings together experienced advisors, investment professionals, advanced planning specialists, and family office resources to help you navigate complexity before, during, and after major transitions.
Every option explored. No stone unturned.
Executive Director
Homer S. Smith IV, CFP®, CRPC®, BFA™, CBEC®
Homer Smith has over 20 years of industry experience, dedicated to serving business owners and families of wealth with complex financial planning needs. His mission is to simplify the lives of his clients by quieting the noise that surrounds them — both personally and in their businesses — and allowing them to focus on what matters most: their purpose and goals.
Homer has a unique ability to take complex strategies and present them in a remarkably intuitive and straightforward way, so clients can easily grasp and act on key ideas. Working as a fiduciary and business consultant, he is legally and ethically bound to put his clients’ needs first, act in their best interest, and maintain full transparency throughout the financial planning process.
Unlike traditional advisors, Homer provides a deeper level of service, going beyond investment management and retirement planning to focus on advanced planning areas including wealth transfer, risk management, tax mitigation, and philanthropy, as well as personal development and family wealth planning. His goal is to be the trusted advisor his clients turn to for any major decision — financial or otherwise.
Homer’s career has spanned a variety of roles across the financial services industry. Earlier in his career, he coached, developed, and trained advisors, which led to a branch management role in Honolulu where he guided that office to become the firm’s #1 branch in the country. After returning to working directly with individual clients, he identified a significant gap in what traditional wealth management offered business owners — and built his long-term growth-to-exit service model to address it. That model now sits at the center of his professional practice.
Homer is a graduate of Western Washington University, where he earned a Bachelor of Arts in Finance with a Minor in Economics. He serves on the Board of Trustees and currently holds the role of Board President for his daughter’s independent school. Outside of work, Homer enjoys spending time with his wife and daughters — hiking in the summer, attending Seahawks games in the fall, and traveling to Hawaii, their favorite destination after living there for several years.
Homer has a unique ability to take complex strategies and present them in a remarkably intuitive and straightforward way, so clients can easily grasp and act on key ideas. Working as a fiduciary and business consultant, he is legally and ethically bound to put his clients’ needs first, act in their best interest, and maintain full transparency throughout the financial planning process.
Unlike traditional advisors, Homer provides a deeper level of service, going beyond investment management and retirement planning to focus on advanced planning areas including wealth transfer, risk management, tax mitigation, and philanthropy, as well as personal development and family wealth planning. His goal is to be the trusted advisor his clients turn to for any major decision — financial or otherwise.
Homer’s career has spanned a variety of roles across the financial services industry. Earlier in his career, he coached, developed, and trained advisors, which led to a branch management role in Honolulu where he guided that office to become the firm’s #1 branch in the country. After returning to working directly with individual clients, he identified a significant gap in what traditional wealth management offered business owners — and built his long-term growth-to-exit service model to address it. That model now sits at the center of his professional practice.
Homer is a graduate of Western Washington University, where he earned a Bachelor of Arts in Finance with a Minor in Economics. He serves on the Board of Trustees and currently holds the role of Board President for his daughter’s independent school. Outside of work, Homer enjoys spending time with his wife and daughters — hiking in the summer, attending Seahawks games in the fall, and traveling to Hawaii, their favorite destination after living there for several years.
CEO, Integrated Partners
Paul Saganey, CFP®
Paul Saganey is the CEO of Integrated Partners, where he provides the vision and strategic direction for the future of the organization. By collaborating with industry professionals and peers, he monitors the economic and regulatory landscape to maintain Integrated’s standing as one of the premier financial planning organizations in the country.
Having worked extensively with business owners and high-net-worth individuals throughout his career, Paul personally coaches and trains advisors to help them succeed with HNW clients. He champions practice management efficiency across all aspects of an advisory business — from marketing and compliance to office operations and staff development — and leads initiatives to deliver a comprehensive menu of practice management services to advisors.
Paul is also a prominent voice in the broader financial planning industry. He has authored numerous articles on estate and business planning topics for prestigious publications including InvestmentNews, The Wall Street Journal, The New York Times, Financial Advisor-IQ, Accounting Today, Proactive Advisor, and PlanAdviser magazines.
Paul’s career spans the full breadth of the financial services industry. Beginning straight out of college, he has held virtually every role in the industry — from recruiting and compliance to building a thriving advisory practice — gaining an in-depth perspective on the many ways advisors can provide real-world solutions and strategies for their clients.
Outside of work, Paul and his wife Jamie are proud parents and grandparents. Their son Dan serves as VP of Player Personnel for the Tennessee Titans, and during football season the family can often be found cheering on the team alongside their daughter-in-law and three grandchildren.
Paul has extensive experience working with business owners and high-net-worth individuals, and he coaches advisors on serving HNW clients with efficiency, depth, and comprehensive practice management support.
Having worked extensively with business owners and high-net-worth individuals throughout his career, Paul personally coaches and trains advisors to help them succeed with HNW clients. He champions practice management efficiency across all aspects of an advisory business — from marketing and compliance to office operations and staff development — and leads initiatives to deliver a comprehensive menu of practice management services to advisors.
Paul is also a prominent voice in the broader financial planning industry. He has authored numerous articles on estate and business planning topics for prestigious publications including InvestmentNews, The Wall Street Journal, The New York Times, Financial Advisor-IQ, Accounting Today, Proactive Advisor, and PlanAdviser magazines.
Paul’s career spans the full breadth of the financial services industry. Beginning straight out of college, he has held virtually every role in the industry — from recruiting and compliance to building a thriving advisory practice — gaining an in-depth perspective on the many ways advisors can provide real-world solutions and strategies for their clients.
Outside of work, Paul and his wife Jamie are proud parents and grandparents. Their son Dan serves as VP of Player Personnel for the Tennessee Titans, and during football season the family can often be found cheering on the team alongside their daughter-in-law and three grandchildren.
Paul has extensive experience working with business owners and high-net-worth individuals, and he coaches advisors on serving HNW clients with efficiency, depth, and comprehensive practice management support.
Director, Private Wealth
Anthony Marotti, CFP®
Anthony Marotti provides comprehensive financial planning services for a multigenerational client base that includes high-net-worth individuals, families, and business owners. His mission is to have a positive impact on his clients’ lives by serving as their financial quarterback and trusted sounding board for any significant decision they face.
Whether instilling smart planning fundamentals early so clients can build lasting financial confidence or stepping in at a later stage to restructure a financial or estate plan, Anthony creates a clear roadmap and implementation plan for long-term wealth protection.
Anthony graduated from Union College with a bachelor’s degree in Economics and History. He currently serves as President of the Anthony P. Marotti Memorial Scholarship Foundation, established by six of his father’s closest friends in his memory. The foundation raises funds to award two $3,000 scholarships annually to deserving high school seniors and to support local youth sports programs in Lyndhurst, NJ and the surrounding community. In his spare time, Anthony enjoys the outdoors, coaching youth sports, and staying active with his family.
Whether instilling smart planning fundamentals early so clients can build lasting financial confidence or stepping in at a later stage to restructure a financial or estate plan, Anthony creates a clear roadmap and implementation plan for long-term wealth protection.
Anthony graduated from Union College with a bachelor’s degree in Economics and History. He currently serves as President of the Anthony P. Marotti Memorial Scholarship Foundation, established by six of his father’s closest friends in his memory. The foundation raises funds to award two $3,000 scholarships annually to deserving high school seniors and to support local youth sports programs in Lyndhurst, NJ and the surrounding community. In his spare time, Anthony enjoys the outdoors, coaching youth sports, and staying active with his family.
Director, Private Wealth
Cassidy C. King, CRPC®
Cassidy King believes that thoughtful financial planning can make the critical difference between a comfortable, confident retirement and unnecessary financial concerns. With a comprehensive, process-driven approach, Cassidy works to align each client’s goals with the appropriate financial tools and strategies to help them pursue the future they deserve.
Cassidy’s mission is to help improve his clients’ financial outcomes and meaningfully impact their quality of life through the careful coordination of their financial affairs. He believes it is not only his responsibility to help clients make the most of their income and assets, but also to help them make the most of their lives.
His personalized approach ensures that every client receives the guidance and attention they need to navigate their financial journey with clarity and confidence.
Cassidy enjoys traveling and spending time with his wife and their 3 children.
Cassidy’s mission is to help improve his clients’ financial outcomes and meaningfully impact their quality of life through the careful coordination of their financial affairs. He believes it is not only his responsibility to help clients make the most of their income and assets, but also to help them make the most of their lives.
His personalized approach ensures that every client receives the guidance and attention they need to navigate their financial journey with clarity and confidence.
Cassidy enjoys traveling and spending time with his wife and their 3 children.
Director, Private Wealth
Matthew Stack, CFP®, MBA
Matthew Stack’s journey to becoming a CERTIFIED FINANCIAL PLANNER™ began with a compelling question posed during Columbia Business School’s Personal Leadership program: “How well do we direct our lives based on goals and values?” That question led Matthew to uncover his professional purpose — doing impactful work that makes a difference in people’s lives, while leading by example for his children and giving them the courage to pursue their own dreams. This conviction ultimately led him to found TATRA Wealth.
Matthew combines his passion for finance and personal development to help clients gain clarity on their goals and use money as a tool to achieve their vision of a life well-lived. A former college football player, Matthew believes deeply in the power of collaboration, bringing a team-based approach to every client relationship. Drawing on more than 15 years of financial services experience, he builds and implements values-based financial plans for individuals, families, and business owners. His background in investment banking and corporate strategy gives him a distinctive business perspective that he applies to help entrepreneurs maximize the value of their most significant asset.
Matthew earned his MBA from Columbia Business School and holds the CFP® designation. Outside of work, Matthew and his wife Nicole reside in Ramsey, NJ with their two sons, Luke and John, and their daughter, Natalie. He enjoys outdoor activities including golfing, hiking, and biking, and serves as a member of the Board of Trustees for St. Nicholas of Myra Orthodox Church in New York City — a parish his family founded over 100 years ago.
Matthew combines his passion for finance and personal development to help clients gain clarity on their goals and use money as a tool to achieve their vision of a life well-lived. A former college football player, Matthew believes deeply in the power of collaboration, bringing a team-based approach to every client relationship. Drawing on more than 15 years of financial services experience, he builds and implements values-based financial plans for individuals, families, and business owners. His background in investment banking and corporate strategy gives him a distinctive business perspective that he applies to help entrepreneurs maximize the value of their most significant asset.
Matthew earned his MBA from Columbia Business School and holds the CFP® designation. Outside of work, Matthew and his wife Nicole reside in Ramsey, NJ with their two sons, Luke and John, and their daughter, Natalie. He enjoys outdoor activities including golfing, hiking, and biking, and serves as a member of the Board of Trustees for St. Nicholas of Myra Orthodox Church in New York City — a parish his family founded over 100 years ago.
Director, Private Wealth
Stephen Carrigg, CFP®
Stephen Carrigg is a tenured and credentialed private wealth advisor who serves as a trusted financial guide for entrepreneurs, high earners, and retirees seeking to build sustainable, lasting wealth. Steve’s mission — and his greatest professional fulfillment — is to empower his clients with the knowledge needed to understand, grow, and preserve their net worth so they can pursue their financial goals with clarity and confidence.
Steve entered the financial services industry after witnessing his own family’s challenges with advisors who focused solely on commission-based products, and after seeing firsthand the complexities his family navigated in managing growing assets following the success of a thriving business. Today, he is dedicated to making a meaningful impact for clients who value financial education, appreciate collaboration, and seek expert guidance in strategic investing and tax optimization.
Whether a client is looking to expand a business, safeguard assets, plan for retirement, or create a legacy for the next generation, Steve coordinates the many pieces of a complex financial life into a clear, actionable plan. Working in tandem with each client’s attorneys, CPAs, and other key advisors, Steve serves as the financial quarterback focused squarely on their best interests.
Steve earned his degree in Entrepreneurship from Bryant University, providing him with a practical, firsthand understanding of the challenges business owners face every day. Outside of work, Steve and his wife Maria are cherishing their new role as parents to their son James. An avid golfer, Steve also enjoys playing at the Franklin Country Club.
Steve entered the financial services industry after witnessing his own family’s challenges with advisors who focused solely on commission-based products, and after seeing firsthand the complexities his family navigated in managing growing assets following the success of a thriving business. Today, he is dedicated to making a meaningful impact for clients who value financial education, appreciate collaboration, and seek expert guidance in strategic investing and tax optimization.
Whether a client is looking to expand a business, safeguard assets, plan for retirement, or create a legacy for the next generation, Steve coordinates the many pieces of a complex financial life into a clear, actionable plan. Working in tandem with each client’s attorneys, CPAs, and other key advisors, Steve serves as the financial quarterback focused squarely on their best interests.
Steve earned his degree in Entrepreneurship from Bryant University, providing him with a practical, firsthand understanding of the challenges business owners face every day. Outside of work, Steve and his wife Maria are cherishing their new role as parents to their son James. An avid golfer, Steve also enjoys playing at the Franklin Country Club.
Director, Private Wealth
Bill Whitney, CFA
Bill Whitney is a private wealth advisor with over a decade of experience in financial strategy, guiding individuals and families toward financial clarity at every stage of life. Bill’s mission is to serve as a trusted partner in each client’s financial success — aligning personal aspirations with achievable financial goals and helping clients avoid common emotional pitfalls as they invest in their future.
Bill’s path into financial services was driven by a desire to bridge the gap in personal financial literacy through flexible yet comprehensive planning strategies. He serves in an investment fiduciary capacity, always prioritizing his clients’ best interests. Whether working with a successful professional with equity-oriented compensation or a high-net-worth family focused on protecting their loved ones, Bill collaborates with CPAs, attorneys, and other key advisors to develop an integrated financial plan and investment strategy aligned with each client’s vision of success.
Bill’s planning approach begins with the client’s budget as the strategic foundation, then categorizes all assets — including real estate, investments, cash, business interests, retirement savings, and insurance — to build a comprehensive plan designed to strengthen long-term financial health. Using the Lifetime Income Model™ (LIM), he analyzes income and legacy objectives to build lasting financial stability, with ongoing reviews and adjustments as clients’ goals and needs evolve.
Bill earned a Master of Business Administration in Finance from the Quinnipiac School of Business and a Bachelor of Business Administration in Finance, with honors, from the Isenberg School of Management at the University of Massachusetts Amherst. He recently earned the prestigious Chartered Financial Analyst (CFA) charter — a globally recognized designation in investment management — and has joined the CFA Society of Boston to further advance his professional development. Outside of work, Bill volunteers with The First Tee program, helping adolescents develop life skills through the game of golf. In his leisure time, he enjoys golfing, snowboarding, and exploring New England with his wife Victoria and their dog Champ.
Bill’s path into financial services was driven by a desire to bridge the gap in personal financial literacy through flexible yet comprehensive planning strategies. He serves in an investment fiduciary capacity, always prioritizing his clients’ best interests. Whether working with a successful professional with equity-oriented compensation or a high-net-worth family focused on protecting their loved ones, Bill collaborates with CPAs, attorneys, and other key advisors to develop an integrated financial plan and investment strategy aligned with each client’s vision of success.
Bill’s planning approach begins with the client’s budget as the strategic foundation, then categorizes all assets — including real estate, investments, cash, business interests, retirement savings, and insurance — to build a comprehensive plan designed to strengthen long-term financial health. Using the Lifetime Income Model™ (LIM), he analyzes income and legacy objectives to build lasting financial stability, with ongoing reviews and adjustments as clients’ goals and needs evolve.
Bill earned a Master of Business Administration in Finance from the Quinnipiac School of Business and a Bachelor of Business Administration in Finance, with honors, from the Isenberg School of Management at the University of Massachusetts Amherst. He recently earned the prestigious Chartered Financial Analyst (CFA) charter — a globally recognized designation in investment management — and has joined the CFA Society of Boston to further advance his professional development. Outside of work, Bill volunteers with The First Tee program, helping adolescents develop life skills through the game of golf. In his leisure time, he enjoys golfing, snowboarding, and exploring New England with his wife Victoria and their dog Champ.
Director, Private Wealth
Eric Daniel, AWMA®
Eric Daniel is a wealth advisor specializing in comprehensive financial planning and investment management for individuals, families, and business owners. His mission is straightforward: to have a meaningful impact on his clients’ financial lives by giving them confidence that a trustworthy professional is in their corner at every stage of life.
Eric draws on a combination of experience, technology, and a disciplined, process-driven approach to remove uncertainty from his clients’ financial lives. Through careful listening and deep problem-solving, he takes time to understand each client’s “why” — their goals, values, and vision for personal success — and builds financial strategies designed to achieve them. Whether a client is transitioning careers and needs to consolidate retirement assets, or a business executive analyzing stock options and exit strategies ahead of a potential sale, Eric develops a comprehensive roadmap to pursue long-term financial goals and resolve even the most complex financial challenges.
Eric earned a Bachelor of Science in Physics from California Lutheran University. Outside of work, he pursues a wide range of interests including photography, reading, volunteering, horseback riding, woodworking, running, mountain biking, and golf.
Eric draws on a combination of experience, technology, and a disciplined, process-driven approach to remove uncertainty from his clients’ financial lives. Through careful listening and deep problem-solving, he takes time to understand each client’s “why” — their goals, values, and vision for personal success — and builds financial strategies designed to achieve them. Whether a client is transitioning careers and needs to consolidate retirement assets, or a business executive analyzing stock options and exit strategies ahead of a potential sale, Eric develops a comprehensive roadmap to pursue long-term financial goals and resolve even the most complex financial challenges.
Eric earned a Bachelor of Science in Physics from California Lutheran University. Outside of work, he pursues a wide range of interests including photography, reading, volunteering, horseback riding, woodworking, running, mountain biking, and golf.
Director, Retirement Plans
Guy P. Ridout III
Guy Ridout brings approximately 25 years of financial industry experience, including extensive work with Fortune 500 companies, to his role as a retirement plan specialist. Throughout his career, he has served as a pension consultant helping business owners maximize their retirement plan benefits — an expertise that sits at the heart of his work today.
Guy’s focus is on providing employers with innovative tools and creative strategies around retirement planning to help them differentiate from competitors, attract and retain top talent, reduce costs, streamline administrative responsibilities, and build a culture that empowers employees to take ownership of their retirement outcomes. In addition to traditional 401(k) plans, he consults on business succession planning, nonqualified deferred compensation, ESOPs, 403(b)s, and defined benefit plans, leveraging two decades of industry knowledge to deliver valuable insight and uniquely tailored strategies for each client.
Guy earned a Bachelor of Science degree from Louisiana State University, where he was a three-year varsity letterman on the men’s swimming team. He was later inducted into his high school’s Athletic Hall of Fame in Plano, TX. Outside of work, Guy is a proud and dedicated father. He and his wife Mari enjoy supporting their son Guy IV and daughter Denali in sports including basketball, football, and gymnastics. When he can find a free moment away from the sidelines, Guy can usually be found fishing with friends on the water.
Guy’s focus is on providing employers with innovative tools and creative strategies around retirement planning to help them differentiate from competitors, attract and retain top talent, reduce costs, streamline administrative responsibilities, and build a culture that empowers employees to take ownership of their retirement outcomes. In addition to traditional 401(k) plans, he consults on business succession planning, nonqualified deferred compensation, ESOPs, 403(b)s, and defined benefit plans, leveraging two decades of industry knowledge to deliver valuable insight and uniquely tailored strategies for each client.
Guy earned a Bachelor of Science degree from Louisiana State University, where he was a three-year varsity letterman on the men’s swimming team. He was later inducted into his high school’s Athletic Hall of Fame in Plano, TX. Outside of work, Guy is a proud and dedicated father. He and his wife Mari enjoy supporting their son Guy IV and daughter Denali in sports including basketball, football, and gymnastics. When he can find a free moment away from the sidelines, Guy can usually be found fishing with friends on the water.
Managing Director, Estate and Business Planning
Richard E. Austin, JD, LLM, CIMA®
Richard Austin serves as Managing Director of Estate and Business Planning, applying deep expertise in serving high-net-worth individuals and business owners to build comprehensive financial strategies and solutions for complex situations. He specializes in working with entrepreneurs and Fortune 500 executives, and leads Integrated Partners’ Family Office practice — offering creative investment, estate, and charitable gifting strategies designed to preserve and grow family wealth across generations.
Richard’s professional background includes service as an attorney in private practice and as a corporate staff attorney specializing in tax matters and financial analysis. His Juris Doctor, LLM in Taxation, and CIMA® designation combine to give him a distinctive blend of legal and financial expertise that he brings to every client engagement.
Outside of work, Richard strives to bring the same values he holds professionally — success, transparency, and doing the right thing — into his personal life. He is the proud father of three sons and is deeply committed to being a positive role model as they grow and forge their own paths.
Richard’s professional background includes service as an attorney in private practice and as a corporate staff attorney specializing in tax matters and financial analysis. His Juris Doctor, LLM in Taxation, and CIMA® designation combine to give him a distinctive blend of legal and financial expertise that he brings to every client engagement.
Outside of work, Richard strives to bring the same values he holds professionally — success, transparency, and doing the right thing — into his personal life. He is the proud father of three sons and is deeply committed to being a positive role model as they grow and forge their own paths.
A deeper bench of specialized expertise
Behind every client relationship is a coordinated team of retirement plan specialists, estate and business planning professionals, investment strategists, planning specialists, and client service leaders.
Advanced Planning Specialist
Gregory Freeman
Gregory Freeman is an Advanced Planning Specialist who works within the Case Design unit, specializing in digital financial planning solutions. He partners with advisors and their clients to model complex financial scenarios, leveraging platforms such as eMoney and other sophisticated planning tools to deliver customized analysis and actionable recommendations.
Gregory’s experience with digital financial planning platforms dates to 2007 and spans work across the hedge fund industry, registered investment advisory, insurance planning, and comprehensive financial planning. This breadth of experience gives him a nuanced perspective and a practical skill set he applies to even the most intricate client cases.
Gregory is based in Norwood, MA, where outside of work he enjoys time with his wife Alison, their daughter, and two dogs. He is an avid skier, music enthusiast, and dedicated New England sports fan who takes pride in welcoming friends and family for culinary gatherings at home.
Gregory’s experience with digital financial planning platforms dates to 2007 and spans work across the hedge fund industry, registered investment advisory, insurance planning, and comprehensive financial planning. This breadth of experience gives him a nuanced perspective and a practical skill set he applies to even the most intricate client cases.
Gregory is based in Norwood, MA, where outside of work he enjoys time with his wife Alison, their daughter, and two dogs. He is an avid skier, music enthusiast, and dedicated New England sports fan who takes pride in welcoming friends and family for culinary gatherings at home.
Executive Vice President, Planning and Insurance Solutions
Peter Kaplan
Peter Kaplan serves as Executive Vice President of Planning and Insurance Solutions, bringing specialist knowledge, strategic insight, and deep industry relationships to the delivery of life insurance strategies for high-net-worth and ultra-high-net-worth clients. He manages vendor and carrier relationships to ensure exceptional service and seamless implementation, allowing advisors to remain focused on their client relationships.
Peter’s professional background is both extensive and international in scope. Earlier in his career, as a partner responsible for financial planning at an accounting firm in South Africa, he specialized in advising owners of closely held businesses and high-net-worth individuals, implementing significant investment and life insurance plans that earned him Top of the Table recognition at MDRT and the honor of speaking at an MDRT Annual Meeting. He subsequently worked for a firm focused on wealth transfer strategies leveraging life insurance for ultra-affluent families, before leading a brokerage agency offering advanced case design, underwriting, processing, and implementation of life, disability, long-term care, and annuity solutions.
Peter’s personal background includes more than 18 years as a volunteer EMT in South Africa, during which he delivered over 50 babies and responded to thousands of trauma and medical emergencies — a testament to the same commitment to helping people that defines his professional career. Outside of the office, Peter values time with family and friends, and enjoys golf, grilling, and great food.
Peter’s professional background is both extensive and international in scope. Earlier in his career, as a partner responsible for financial planning at an accounting firm in South Africa, he specialized in advising owners of closely held businesses and high-net-worth individuals, implementing significant investment and life insurance plans that earned him Top of the Table recognition at MDRT and the honor of speaking at an MDRT Annual Meeting. He subsequently worked for a firm focused on wealth transfer strategies leveraging life insurance for ultra-affluent families, before leading a brokerage agency offering advanced case design, underwriting, processing, and implementation of life, disability, long-term care, and annuity solutions.
Peter’s personal background includes more than 18 years as a volunteer EMT in South Africa, during which he delivered over 50 babies and responded to thousands of trauma and medical emergencies — a testament to the same commitment to helping people that defines his professional career. Outside of the office, Peter values time with family and friends, and enjoys golf, grilling, and great food.
Chief Investment Officer
Stephen Kolano, CFA
Stephen Kolano serves as Chief Investment Officer, working closely with individual advisors and advisory teams to customize portfolio strategies, asset allocations, and investment implementations that address each client’s unique needs and financial goals.
Stephen’s professional background includes significant experience working with some of the largest and most sophisticated institutional investors in the world — including sovereign wealth funds, pension plans, and major family offices. The analytical rigor and disciplined approach developed in that environment directly inform the institutional-grade investment thinking he applies on behalf of individual clients — an opportunity he finds both rewarding and humbling.
Outside of the office, Stephen’s weekends are typically spent on a sports field alongside his wife, watching or coaching one of their two sons. On the rare days he is not at a sporting event, he enjoys outdoor activities, working in the yard, and listening to traditional Celtic folk music.
Stephen’s professional background includes significant experience working with some of the largest and most sophisticated institutional investors in the world — including sovereign wealth funds, pension plans, and major family offices. The analytical rigor and disciplined approach developed in that environment directly inform the institutional-grade investment thinking he applies on behalf of individual clients — an opportunity he finds both rewarding and humbling.
Outside of the office, Stephen’s weekends are typically spent on a sports field alongside his wife, watching or coaching one of their two sons. On the rare days he is not at a sporting event, he enjoys outdoor activities, working in the yard, and listening to traditional Celtic folk music.
Portfolio Manager
John Luke Tyner, CFA
John Luke Tyner is a Portfolio Manager whose guiding investment philosophy is straightforward: simplicity beats complexity. In a financial landscape filled with noise and competing temptations to chase the next hot trend, John Luke is committed to delivering focused, disciplined investment strategies that genuinely serve the investor.
His approach centers on constructing portfolios designed to provide sound returns while compounding capital steadily — without the behavioral turbulence that derails most financial plans, particularly during difficult market periods. John Luke’s professional background includes experience on the institutional fixed income desk at Duncan-Williams, Inc., where he developed expertise in municipal bonds, corporates, agencies, and mortgage-backed securities, and helped implement client-specific strategies within bond portfolios.
Outside of work, John Luke is active at 3Circle Church in Fairhope, AL and enjoys time with family, golf, and tennis. An enthusiastic fly fisherman, he is also currently learning Spanish, inspired by his fluent wife.
His approach centers on constructing portfolios designed to provide sound returns while compounding capital steadily — without the behavioral turbulence that derails most financial plans, particularly during difficult market periods. John Luke’s professional background includes experience on the institutional fixed income desk at Duncan-Williams, Inc., where he developed expertise in municipal bonds, corporates, agencies, and mortgage-backed securities, and helped implement client-specific strategies within bond portfolios.
Outside of work, John Luke is active at 3Circle Church in Fairhope, AL and enjoys time with family, golf, and tennis. An enthusiastic fly fisherman, he is also currently learning Spanish, inspired by his fluent wife.
Portfolio Manager
Brad Rapking, CFA
Brad Rapking is a Portfolio Manager focused on helping advisors deliver in-depth analysis on target exposures and fund due diligence, enabling the personalized investment experience that clients deserve.
Brad’s professional background includes roles as a Research Analyst at Driehaus Capital and as a Research Analyst and Equity Trader on the Value Equities team at Opus Capital Management, where he developed deep expertise in institutional value equity research, trading, and operations.
Outside of work, Brad enjoys spending time in Fairhope, AL with family and friends, golfing, biking, and following Cincinnati sports teams.
Brad’s professional background includes roles as a Research Analyst at Driehaus Capital and as a Research Analyst and Equity Trader on the Value Equities team at Opus Capital Management, where he developed deep expertise in institutional value equity research, trading, and operations.
Outside of work, Brad enjoys spending time in Fairhope, AL with family and friends, golfing, biking, and following Cincinnati sports teams.
Case Design Associate
Angelina Compston
Angelina Compston is a Case Design Associate who supports the financial planning process by identifying and developing planning opportunities for clients. She works within the Advanced Planning team, contributing to detailed case analysis and planning strategies that help advisors deliver sophisticated, tailored solutions.
Angelina began her career at Integrated Partners as an accounting and finance intern before being invited to join the Advanced Planning team, where she has since built meaningful experience. She holds a Bachelor of Science in Finance from Bentley University, with a Minor in Management and a concentration in Global Perspectives, and is actively pursuing additional professional licenses.
Angelina began her career at Integrated Partners as an accounting and finance intern before being invited to join the Advanced Planning team, where she has since built meaningful experience. She holds a Bachelor of Science in Finance from Bentley University, with a Minor in Management and a concentration in Global Perspectives, and is actively pursuing additional professional licenses.
Investment Specialist
Marquis Richardson
Marquis Richardson brings a distinctive blend of analytical thinking and client-focused support to his role as an Investment Specialist. He works closely with advisors to help clients understand their investment strategies, portfolio allocations, and financial plans with clarity and confidence — simplifying complex information to support strong advisor-client relationships.
Marquis holds degrees in both finance and biochemistry, having graduated from the Oregon State University Honors College, where he developed a strong foundation in critical thinking and financial analysis. He applies this multidisciplinary, detail-oriented mindset to investment research and planning support, ensuring that the insights and materials provided to advisors align with each client’s broader financial goals.
Outside of work, Marquis enjoys reading, spending time with family, and exploring the outdoors. He is also committed to giving back through volunteering, mentoring, and serving as a resource for others in his community.
Marquis holds degrees in both finance and biochemistry, having graduated from the Oregon State University Honors College, where he developed a strong foundation in critical thinking and financial analysis. He applies this multidisciplinary, detail-oriented mindset to investment research and planning support, ensuring that the insights and materials provided to advisors align with each client’s broader financial goals.
Outside of work, Marquis enjoys reading, spending time with family, and exploring the outdoors. He is also committed to giving back through volunteering, mentoring, and serving as a resource for others in his community.
Director, Client Service
Mary Wotherspoon
Mary Wotherspoon is the Director of Client Service, bringing over ten years of customer service experience to her work helping clients navigate life’s financial complexities. Tenacious and enthusiastic, Mary ensures a strong, trusted relationship between clients and their advisors — one that supports the goals of everyone involved. She is a graduate of Washington State University and enjoys spending time with her husband and family outside of the office.
Investment Specialist
Dwight Anderson
Dwight Anderson brings more than 20 years of financial markets experience to his role as an Investment Specialist. His background as a licensed broker, investment manager, and options trader provides a rich and varied skill set that strengthens the team’s analytical capabilities. Dwight has taught trading strategies at some of the country’s largest investor education companies, contributed to the development and launch of new investment products at multiple firms, and authored a master’s thesis on high-impact trading.
A curious and well-traveled professional, Dwight has lived in or visited over 35 countries and nearly every U.S. state. When he is not traveling, he is likely engaged in sports or out on a long hike.
A curious and well-traveled professional, Dwight has lived in or visited over 35 countries and nearly every U.S. state. When he is not traveling, he is likely engaged in sports or out on a long hike.
Strategist
Russ Alan Prince
Russ Alan Prince is a strategist serving family offices and some of the world’s wealthiest families. He helps clients define and refine their desired outcomes, and provides direction on selecting and structuring relationships with private wealth professionals to ensure superior results.
A prolific researcher and author, Russ has co-authored more than 70 books in the field, including:
• Everyone Wins: How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs
• Ultra-Wealthy Entrepreneurs (revised edition)
• Making Smart Decisions: How Ultra-Wealthy Families Get Superior Wealth Planning Results
• How to Build a High-Performing Single-Family Office: Guidelines for Family Members and Senior Executives
• Family Fortunes: How Family Enterprises Thrive Across Generations
Collectively, the body of research within Russ’ publications represents the most complete empirical analysis in the field, comprising the largest and most comprehensive database on the topic of ultra-high-net-worth wealth management.
A prolific researcher and author, Russ has co-authored more than 70 books in the field, including:
• Everyone Wins: How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs
• Ultra-Wealthy Entrepreneurs (revised edition)
• Making Smart Decisions: How Ultra-Wealthy Families Get Superior Wealth Planning Results
• How to Build a High-Performing Single-Family Office: Guidelines for Family Members and Senior Executives
• Family Fortunes: How Family Enterprises Thrive Across Generations
Collectively, the body of research within Russ’ publications represents the most complete empirical analysis in the field, comprising the largest and most comprehensive database on the topic of ultra-high-net-worth wealth management.
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