Team
John G. Cataldo
Chief Legal Officer
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...
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...
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...
Ray J. Lucas, CFP®
Senior Vice President of 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...
William Beaudoin
Vice President, Case Design
Bill Beaudoin, CFS, has been a member of our case design team since 1994. One of Bill's areas of specialization lies within the personal risk management area where he is able to deliver prudent strategies and tactics supported by...
Richard Austin, JD*, LLM, CIMA, CBEC
Executive Director, IFP Family Office
Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations.
William D. Hackler, AIF
Retirement Plan Specialist<p>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 accumulation goals. As a primary source of retirement income, careful consideration must be taken to maximize the current tax laws and serve you and your valued employees.</p><p>For the past 20 years, Will has been regarded as a specialist on all aspects of retirement planning. He understands the complex intricacies of establishing and monitoring all different types of plans from solo practitioners to companies in excess of 500 employees. He has a proven track record working with companies to build, frequently review and service their retirement plans. For his entire career, Will has been helping design retirement plans for dentists and understands their unique complexity, compliance requirements and unique risks.</p><p>A graduate of Bryant University, Will is a member of the American Society of Pension Professional & Actuaries and the National Institute of Pension Administrators.</p>
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...
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...
Derek Chesley
Case Design
John C. Pastore, Jr., CRPC®
Senior Vice President of Professional Partners Program