August 8, 2023 • Family Wealth Report
Via its network of affiliates, Integrated has a total of 116 offices across the US.
Integrated Partners, the RIA overseeing more than $15.5 billion in brokerage and advisory assets, today said that Colorado-based PRISM Financial Strategies has joined its ranks as an affiliate partner.
PRISM is an independent registered investment advisory firm led by managing partner and financial strategist Jeff Engelman. Engelman started his career in wirehouses, notably Morgan Stanley. He and two of his colleagues, Shelly Schell and Amy Shroff pursued a path to independence, culminating in the establishment of PRISM in 2017.
Among other recent developments, Integrated launched an insurance solutions division. The firm, which was established in 1996, has more than 200 advisors, more than 170 certified public accountants and 116 regional offices in the US.
In launching the insurance solutions offering in June, Integrated also hired Peter Kaplan as its senior vice president to lead this endeavor. Additionally, the firm appointed veteran business development professional Josh Benson as vice president of strategic relationships.