Seasoned media and brand expert will continue to champion the firm’s brand identity and drive national growth strategy
Integrated Partners Elevates Matt Ackermann to Chief Brand Officer
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Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm with more than $20 billion in assets under advisement (AUA), today announced the promotion of Matt Ackermann to chief brand officer (CBO). Since joining the firm in 2020 as chief content officer, Ackermann has been instrumental in shaping Integrated’s brand identity, content strategy and culture.
In his new position, Ackermann will oversee the firm’s brand strategy, focusing on amplifying Integrated’s national presence across the wealth management and certified public accountant (CPA) space. He will work closely with President Andree Mohr, Chief Marketing Officer Becca Zophin and Chief Growth Officer Rob Sandrew to further strengthen Integrated’s storytelling, marketing efforts and external partnerships.
“Matt’s new role is a natural evolution for him, and for the organization as a whole,” said Mohr. “His expertise in media, storytelling and brand development has been invaluable to our growth over the past four years. 2024 was a landmark year in terms of our growth, making now the perfect time to amplify our story, and Matt is ideally positioned to lead that charge.”
Ackermann has consistently been a driving force behind Integrated’s content, brand evolution and organizational values. He has energized the firm’s annual meetings, led internal educational brunches and co-authored the book Center Stage: How to Become the Star of Your Practice. Ackermann also works closely with advisors to help them craft and share their stories. A 25-year veteran of the financial media industry, Ackermann held various reporting and editorial roles before joining Integrated, including serving as director of multimedia content at InvestmentNews from 2014 to 2020. At Integrated, he has spearheaded initiatives such as advisor branding workshops and multimedia content production.
“I am excited to step into this role and continue driving the momentum at Integrated,” Ackermann said. “Our mission is straightforward: to ensure Integrated remains the top choice for financial professionals, highlighting the incredible work of our advisors and fueling growth at every level. Everyone has a story to tell—we just need to give them the microphone.”
Ackermann holds a bachelor’s degree from Seton Hall University and has been recognized in the media for his thought leadership contributions. He is also actively involved in his community, serving on the Rutherford Arts Committee and coaching youth baseball and basketball in New Jersey, where he has led teams to three state championships.
Advisory firms wishing to learn more about Integrated’s suite of back-office and organic growth solutions are encouraged to visit integrated-partners.com.
About Integrated Partners
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 216 advisors, 200+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
We believe in advisors. Let us prove it to you.
Investment advice offered through Integrated Partners, a registered investment advisor.
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