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Who's Moving Where In Wealth Management? – DayMark Wealth Partners, Integrated Partners
Editorial Staff
10 May 2024
DayMark Previously a Wells Fargo Advisors team managing $585 million, Southport, Connecticut-based Hofstetter Baron Group advises high net worth families and individuals.
Ohio-based DayMark Wealth Partners have brought in financial advisors Thomas Hofstetter and Daniel Baron as the Hofstetter Baron Group of DayMark Wealth Partners.
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.