By Chris Glynn
Registered investment advisor Integrated
Partners has named a leader of its newly rolled out family office platform.
Stephen Kolano will serve
as managing director, investments, for Integrated Family Office, according
to Integrated Partners. He as well as Integrated Partners are based in Boston.
Kolano, a chartered financial
analyst, joined $11 billion BNY Mellon Investment Management in 2010,
recently becoming chief investment officer of its RIA BNY Mellon Investor Solutions,
launched in 2020.
Integrated Partners has been “excited”
about the clientele who have “been signing up and showing interest” in the
family office platform, which opened in mid-July, according to Allie
Zendrian, vice president for third-party media agency StreetCred PR.
Integrated Partners will offer its
family office platform “for a fee,” which will be determined on a case-to-case
basis, Zendrian explained. She noted the fee structure will include investment
management as well as “support and advice” for family dynamic planning, estate
planning and family governance. She declined to name who has contracted Integrated
Family Office.
For his daily Integrated Family
Office schedule, Kolano will handle portfolio construction and implementation, not
limited to, traditional asset management, alternative investing as well as illiquid asset management.
Kolano is a Wall Street veteran
who has “multi-asset experience,” according to Zendrian. He has worked as equity
analyst and traded for J.P. Morgan Chase & Company and The Boston
Company Asset Management before joining BNY Mellon.
