People Moves
Who's Moving Where In Wealth Management? – DayMark Wealth Partners, Integrated Partners
The latest senior moves, appointments and changes among figures in the North American wealth management industry.
DayMark
Ohio-based DayMark Wealth
Partners have brought in financial advisors Thomas Hofstetter
and Daniel Baron as the Hofstetter Baron Group of DayMark Wealth
Partners.
Previously a Wells Fargo Advisors team managing $585 million, Southport, Connecticut-based Hofstetter Baron Group advises high net worth families and individuals.
Integrated Partners
Integrated
Partners, an RIA with more than $18 billion in assets under
advisement, has promoted Andree Mohr to president.
Mohr, who has worked at the firm since 2015, joined the organization as director of business development. Her most recent role was chief implementation officer.
As president, Mohr will be responsible for integrating new advisory teams and implementing enhancements to Integrated’s platform that better support advisors.
Founded in 1996, Integrated Partners has more than 212 advisors, 190 plus CPAs and 116 regional offices across the US.
