Integris Wealth Management Employee Directory

Integris Wealth Management corporate office is located in 435 Washington St Ste A, Monterey, California, 93940, United States and has 11-50 employees.

integris wealth management llc

integris wealth management

integris llc

Key Employees of Integris Wealth Management

JC
Jessica Cutler
Senior Investment Associate
PhoneEmail
AB
Allison Barrie...
Partner
PhoneEmail
EL
Erik Larsen
Investment Associate
PhoneEmail
KW
Katherine Wool...
Associate Advisor
PhoneEmail
GL
Gifford Lehman
Founder & Partner & Investment Committee Member
PhoneEmail
AW
Amy Weinberg
Senior Client Service Associate
PhoneEmail

Integris Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Integris Wealth Management

Hundreds of professionals searching for Integris Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AB
Alexandra Black
Email Direct
Financial Advisor
United States , California , Monterey

JC
Jessica Cutler
Email Direct
Senior Investment Associate
United States , California , Monterey

EL
Erik Larsen
Email Direct
Investment Associate
United States , California , Monterey

KW
Katherine Woolever
Email Direct
Associate Advisor
United States , California , Monterey

GL
Gifford Lehman
Email Direct
Founder & Partner & Investment Committee Member
United States , California , Monterey

AW
Amy Weinberg
Email Direct
Senior Client Service Associate
United States , California , Monterey

KO
Kay Oh
Email Direct
Paraplanner
United States , California , Monterey

Former Employees at Integris Wealth Management

Explore people who held key positions, contributed to Integris Wealth Management's success, and advanced their careers.

EM
Eric Mueller
Vice President, Financ... at Taylor Farms
Worked as Analyst
at Integris Wealth Management (2015-2018)
Email Direct
ES
Emily Smith
Royalty Analyst (North... at Universal Music Publis...
Worked as Administrative Assistant
at Integris Wealth Management (2015-2017)
Email Direct

Explore More

People from Similar Companies in the Finance Industry Located in California, United States

American Pacific Mortgage

1K - 5K Employees

Hyundai Capital America

1K - 5K Employees

Upstart

1K - 5K Employees

Cathay Bank

1K - 5K Employees

Titan Merchant Services

501-1,000 Employees

Icbc

501-1,000 Employees

Frequently Asked Questions Regarding Integris Wealth Management Employees

How many employees does Integris Wealth Management have?

Integris Wealth Management has 11-50 employees

Who are Integris Wealth Management key employees?

Some of Integris Wealth Management key employees are Jessica Cutler, Allison Barrientos, Erik Larsen, Katherine Woolever, Gifford Lehman

Where is Integris Wealth Management located?

Integris Wealth Management’s headquarters are located at 435 Washington St Ste A, Monterey, California, 93940, United States

How do I contact Integris Wealth Management?

Integris Wealth Management Contact Info: Phone number: (831) 333-1717 Website: www.integriswealth.com

What does Integris Wealth Management do?

Integris Wealth Management is an independent, fee-only financial planning and investment management firm based in Monterey, California. The firm focuses on providing personalized financial strategies for individuals, families, business owners, and non-profits, emphasizing a client-first approach built on trust and ethical standards. With a commitme... Read More

Is Integris Wealth Management a public company?

Integris Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Integris Wealth Management Employees