$850M Ex-Ameriprise Team Hops to Integrated Partners

Integrated Partners has added a 15-person financial advisory team, which manages $850 million in assets under management.  

Charlestown, MA-based City Square Wealth Management is led by private wealth advisor and managing partner Kevin Connors and includes other advisors Kelly Hudak and Matthew Antonellis, according to the firm’s website. 

Prior to joining Integrated Partners, City Square was previously affiliated with Integrated from Ameriprise Financial and includes six advisors and nine support professionals, Integrated said. 

City Square provides “holistic” financial planning services, including tax and estate planning, investment management, insurance services, and retirement planning tomultigenerational high-net-worth clients. 

“Joining Integrated allows us to remain true to who we are while gaining access to the scale, technology and strategic support needed for our next chapter,” Connors said. “As our clients’ needs become more complex, Integrated gives us the resources to enhance our planning capabilities, support our team and deliver an even more connected experience for the families we serve.” 

As part of City Square’s transition to Integrated, the team will gain access to the firm’s proprietary Integrated Advisor platform, which helps advisors streamline operations and deepen client engagement, as well as Integrated’s technology and planning infrastructure capabilities. 

Additionally, City Square has been added to Integrated’s Form ADV and will maintain its name and branding. 

City Square marks Integrated’s fifth addition for the year, following Washington-based SIGIL Family Office, a family office practice with a specialization in ultra-high-net-worth clients. 

Boston-based Integrated Partners, which launched in 1996, manages $25 billion in assets under advisement and serves over 220 advisors across 116 offices, the firm said.

Pictured: City Square Wealth Management