Broker Check

Team

 

John G. Cataldo

Chief Legal Officer

John.Cataldo@IFPadvisor.com

As President of Advisory Services John manages the operations and oversight of Integrated Wealth Concepts. This includes oversight of SEC and FINRA regulations, supervision of advisory representatives, IAR programs and maintaining the...
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Ann L. Swartz, CLU, ChFC, CASL, CLF

Chief Operations Officer

Ann Swartz has been in the financial industry since 1988. A graduate of Clark University with a degree in Economics, She’s a firm believer in ongoing education for the purpose of maintaining the highest levels of professionalism. She...
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Rob Brown, PhD, CFA

Chief Investment Officer

As Chief Investment Officer, Rob has 31 years of experience as an industry veteran in portfolio management for large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Rob oversees the portfolios...

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President Financial Planning

Ray Lucas, CFP® is the head of Integrated Financial Solutions™, the case design and case consultation division of Integrated Financial Partners. An accounting graduate of Bentley College, Ray is a former faculty member of the Boston...
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William Beaudoin, CRPC®

Vice President, Financial Planning

Bill Beaudoin, CFS has been a member of our case design team since 1994. One of Bill's areas of specialization lies within the risk management area where he is able to deliver prudent strategies and tactics supported by various product...
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William D. Hackler, AIF

Retirement Plan Specialist

William D. Hackler is Integrated Financial Partners' Retirement Plan Specialist and the founder of the Integrated 401(k)™ which is a finely tuned process to show you how your employee retirement plan fits into your overall wealth...
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Gregory Freeman

Advanced Planning Specialist

Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live...
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Derek Chesley

Case Design Specialist

Derek Chesley has more than 16 years of comprehensive experience in the financial services industry. He plays an integral part in case design and development as a member of the Integrated Solutions team. His knowledge in the Financial...
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John C. Pastore, Jr., CRPC®

Senior Vice President

John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff, and partners. John is dedicated to improving the quality of life of clients, advisors and professional partners. Visit www.GrowWithIFP...
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