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Andy Simpter

Manager of Operations

Andy Simpter

Manager of Operations

I support our growth by utilizing my trading and operations background to help advisors use of our Investment Platform offerings. I also help the firm with additional supervisory functions on both the broker-dealer side and the RIA side.

Our success has allowed me the opportunity to return to trading and help with the growth of our RIA through the launch and adoption of our Investment Platform offerings, such as the Destination Portfolios and Kolano Co-Managed models.

My professional background spans 22 years in the financial services industry and includes time in recruiting, operations, trading, and personal production. Seeing the advisor experience from every angle has provided me with a unique perspective and has helped me develop strong customer service, management, and analytical skills.

Rounding out my life finds me golfing whenever possible and supporting the Boston Celtics.  My wife Rachel and I enjoy skiing, traveling near (New England) and far (Italy, Sweden, England), and spending time with our two cats (Millie and Beverly) and two dogs (Stella and Louie).

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI, WV, WY

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