INTEGRATED WEALTH CONCEPTS LLC of WALTHAM, MA is an SEC-registered investment adviser (CRD 284656). Regulatory assets under management: $23.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Paul Anton Saganey | MEMBER AND FOUNDER; PRESIDENT | — |
| Ann Lamontagne Swartz | CHIEF COMPLIANCE OFFICER | — |
| Caitlyn E Frament | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | Providence, RI |
| Andree Nicole Mohr | PRESIDENT | — |
| Stephen Kolano | CHIEF INVESTMENT OFFICER | — |
| Kathleen Lee Donnelly | DIRECTOR OF FINANCE & ACCOUNTING | — |
| Kristi Lee Carlson | CHIEF FINANCE OFFICER | — |
| CATALDO JOHN GENNARO | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| CARLSON TIMOTHY LEE | CHIEF FINANCE OFFICER | — |
| DONNELLY KATHLEEN LEE | DIRECTOR OF FINANCE & ACCOUNTING | — |
| KOLANO STEPHEN | CHIEF INVESTMENT OFFICER | — |
| SAGANEY PAUL ANTON | MEMBER AND FOUNDER; PRESIDENT AND FOUNDER | — |
| SWARTZ ANN LAMONTAGNE | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | — |
| Frament Caitlyn E | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION; DIRECTOR OF COMPLIANCE | — |
| MOHR ANDREE NICOLE | PRESIDENT | — |