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Kathleen L. Donnelly, CPA

Director of Finance & Accounting

Kathleen L. Donnelly, CPA

Director of Finance & Accounting

I support our growth by managing our RIA’s financials, as well as tracking all advisory fee compensation and reporting to advisors. I support our executive team by ensuring financial results are accurately reported and by focusing on operational efficiency.

Our success allowed me to launch our RIA’s automated compensation portal in May 2018. My mission is to provide clear and accurate information, which is integral to our success. The launch was very rewarding and is a feature that will continually evolve over time.

My professional background includes a decade in public accounting, where I earned my CPA. I have worked with clients in many fields, including financial services, and spent a decade as CFO of a publicly-traded independent broker-dealer. Auditing businesses and then managing the financial and operations results of a well-known broker-dealer has given me both specific and broad experiences that I apply to my work with our rapidly growing RIA.

Rounding out my life finds me spending time with my family, including my kids – Jack (14) and Meghan (12), attending their sporting events, and summer fun together at Lake Winnipesaukee, NH.

 

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.

InTouch Innovations and LPL Financial are separate entities.

CRPC conferred by College for Financial Planning.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.