Intergy Private Wealth Employee Directory

Intergy Private Wealth corporate office is located in 13 S Tejon St Ste 400, Colorado Springs, Colorado, 80903, United States and has 1-10 employees.

intergy private wealth

Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Intergy Private Wealth CEO

Charlie DunnChief Executive Officer & Managing Partner

Phone

See Profile

Key Employees of Intergy Private Wealth

Mark Perrault
President & Managing Partner
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Intergy Private Wealth Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Intergy Private Wealth

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

Contact Name

Contact Info

Job Title

HQ Location

CD
Charlie Dunn
Email Direct
Chief Executive Officer & Managing Partner
United States , Colorado , Colorado Springs

JB
Jack Blees
Email Direct
Client Relationship Associate
United States , Colorado , Colorado Springs

SE
Sarah Estrada
Email Direct
Client Relationship Manager
United States , Colorado , Colorado Springs

CR
Caryn Renholm
Email Direct
Client Relationship Specialist
United States , Colorado , Colorado Springs

Mark Perrault
Email Direct
President & Managing Partner
United States , Colorado , Colorado Springs

GS
Geoffrey Schaefer
Email Direct
Wealth Advisor & Partner
United States , Colorado , Colorado Springs

JK
Jacqueline Kumsher
Email Direct
Operations Specialist
United States , Colorado , Colorado Springs

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Frequently Asked Questions Regarding Intergy Private Wealth Employees

How many employees does Intergy Private Wealth have?

Intergy Private Wealth has 1-10 employees

Who is the CEO of Intergy Private Wealth?

Intergy Private Wealth’s CEO is Charlie Dunn

Who are Intergy Private Wealth key employees?

Some of Intergy Private Wealth key employees are Mark Perrault

Where is Intergy Private Wealth located?

Intergy Private Wealth’s headquarters are located at 13 S Tejon St Ste 400, Colorado Springs, Colorado, 80903, United States

How do I contact Intergy Private Wealth?

Intergy Private Wealth Contact Info: Phone number: (719) 413-8820 Website: www.intergywealth.com

What does Intergy Private Wealth do?

Intergy Private Wealth is an independent registered investment advisor that specializes in bespoke financial solutions, combining in-depth planning and advanced technology with a personal focus on clients. The firm aims to simplify the complexities of managing, growing, and protecting wealth while fostering a family-like culture that strengthens re... Read More

Is Intergy Private Wealth a public company?

Intergy Private Wealth is private company therefore does not currently have an official ticker symbol

See more information about Intergy Private Wealth Employees