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May 09, 2024 at 04:32 PM
Integrated Partners announced Thursday that Andree Mohr has been promoted to the role of president of the $18 billion registered investment advisory firm.
Mohr first joined Integrated Partners in 2015 as director of business development, according to the announcement, and she has since played a growing leadership role at the firm. Mohr subsequently held positions as vice president of strategy and development before assuming her most recent role of chief implementation officer.
As president, Mohr will be responsible for integrating new advisory teams and implementing enhancements to Integrated Partners’ platform that better support advisors. As highlighted in the announcement, Integrated Partners has been highly active in the mergers and acquisitions space, having inked multiple big deals in the last 12 to 18 months.
Following its recent acquisitions, the Waltham, Massachusetts-based Integrated Partners has over $16 billion in assets under advisement, more than 200 advisors and 170 CPAs across 116 regional offices nationwide.
“I’m deeply honored by the trust the Integrated team has placed in me,” Mohr said. “As I take on this new challenge, our team will maintain its focus on equipping our advisors and CPA partners for growth and success.”
