Integrated Partners, a registered national financial planning and investment advisory firm, has appointed a new Senior Vice President of Business Development and Financial Advisor Recruitment – Jason Catlender.
A financial services industry veteran who previously served as Vice President at LPL Financial, Bank of America Merrill Lynch and JP Morgan, Mr. Catlender will be responsible for recruiting companies and advisors primarily on the East Coast for Integrated Partners. in his new role.
âJason brings a great deal of experience working and supporting the advisors at Integrated Partners and we look forward to adding his talents to the team,â said Robert Sandre, Director of Growth at Integrated Partners. âTo maintain our growth trajectory at the forefront of the industry, we need brand champions on board who understand why advisors join us and how we serve them so effectively, putting them first, no matter what. . ”
During his six-year tenure at LPL Financial, Mr. Catlender was responsible for building relationships with financial advisory executives and resolving their custody, clearing, trading and growth needs, among others. By the Numbers: While working at both LPL Financial and Bank of America Merrill Lynch, Mr. Catlender oversaw the addition of more than $ 48 million in revenue and approximately $ 9 billion in new assets to these companies.
Mr. Catlender holds a BA in Economics and Business Administration from the University of New Hampshire.
Integrated Partners was named the fastest growing financial advisory firm this year by SmartAsset.
For more information, visit integrated-partners.com.
For a discreet inquiry about joining the ranks of Integrated Partners’ financial advisors, please call or text Rob Sandrew on his cell: 617-320-7752.
About Integrated Partners
Since 1996, Integrated Partners has supported financial advisers in achieving their entrepreneurial vision. We offer comprehensive business start-up services, designed with the truly independent advisor in mind. With one hundred and fifty advisors, one hundred and twenty-seven CPAs and forty-five regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Built and developed on the basis of empowerment, integrity and trust, we believe in the incredible power that financial advisors have to positively impact people’s lives. Integrated supports advisors by providing a fully customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, curation, marketing, public relations, mergers and acquisitions, succession planning, and comprehensive business consulting.
Integrated Partners financial advisers are also registered representatives and securities offered by LPL Financial, a FINRA / SIPC member. Investment advice provided by Integrated Partners, a registered investment adviser and a separate entity from LPL Financial.
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