Integrated Private Wealth Adds Three Hires, One Promotion

The business-owner unit of Boston-based Integrated Partners expanded its advisory team with new roles in strategy, operations and family advising.

Updated on Nov. 4, 2026 in Financial Planning

Integrated Private Wealth Adds Three Hires, One Promotion

Integrated Private Wealth, the business-owner unit of Boston-based registered investment advisor Integrated Partners, added three hires and one internal promotion to its advisory team. The unit is led by executive director Homer Smith.

Why it matters

The expansion reflects Integrated Partners' growth, which surpassed $30 billion in assets under advisement in August, up from approximately $12 billion six years earlier. The added roles are aimed at clients preparing for, or emerging from, the sale of a company.

Integrated Partners reported more than $30 billion in assets under advisement in August, up from approximately $12 billion six years earlier. The announcement did not state how much of that growth came from new clients versus market performance.

The players

Integrated Partners

A Boston-based registered investment advisor founded in 1996 that supports 282 advisors and works with 253 CPAs through its CPA Alliance.

Homer Smith

The executive director leading Integrated Private Wealth, the business-owner unit of Integrated Partners.

Ron Bowker

A U.S. Navy veteran with more than 25 years of experience in strategic leadership, operations and finance, previously chief of staff and adviser to the CEO at NEOM.

The details

Integrated Private Wealth added Ron Bowker as chief of staff, Emmett Maguire III as director of multi-asset strategy and research, and Audree Bobinger as associate family advisor, and promoted Marquis Richardson to associate family advisor. The unit coordinates tax, estate and investment decisions with clients before a transaction closes.

February: Integrated Partners rolled out Integrated Private Wealth.
August: Integrated Partners surpassed $30 billion in assets under advisement.
November 4, 2026: Integrated Private Wealth announced the three hires and one promotion.

Market Dynamics

Advisory firms increasingly create dedicated teams for business owners facing a company sale, a segment where coordinated tax, estate and investment planning matters most. Integrated Partners' growth to over $30 billion in assets under advisement reflects this broader shift toward specialized wealth services.

Business owners preparing to sell a company can look for advisory teams that coordinate tax, estate and investment decisions before a transaction closes. Integrated Private Wealth's structure is designed to bring those disciplines together early in the process.

The takeaway

Business owners planning a sale benefit from bringing tax, estate and investment advisors into the process before closing. Early coordination can help align decisions with the timing of the transaction.