Integrated Equity Management

0 followers


In 1984, Ted Smith co-founded IEM because he saw a need to help individuals, multi-generational families, and closely-held businesses reach their financial goals by providing comprehensive financial planning advice to help clients reach their goals through an advice-based relationship. Today, IEM... Read more

Industries

Headquarters

Employees

Links

Org chart

Ted Smith
Founder & Chairman, Private Wealth Manager

Ted Smith

Collapse
Charles Stewart
Associate Vice President I Private Wealth Manager
Dan Lanasa
Associate Vice President | Private Wealth Manager
Marcus Schaller
Manager Of Financial Planning Services
Megan Kiel
Vice President Of Operations
Danica Goshert
Senior Vice President, Private Wealth Manager