Private Advisor Group

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Private Advisor Group is today’s independent advisor solution built to support successful independent financial advisors, allowing them to stay focused on their business





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Frank Smith
Managing Director & CEO

Frank Smith

Kevin Sullivan
Director, Advisor Growth & Engagement
Anne Mortera
Director, Advisor Growth & Engagement
Jim Perhacs
Managing Director & COO
Jim Hooks
Managing Director & Chief Compliance Officer
John Hyland
Managing Director, Strategic Partner Relations
Andrew Karlinski
Managing Director, West Region
James Sullivan
Managing Director, Advisor Advocacy & Technology
Verne Marble
Director, Business Development
Kelly Coulter
Director, Marketing
Donald Stahl
Director, Business Solutions
Jason McCarthy
Compliance Director
Tom Corcimiglia
Senior Wealth Manager
Kathleen Conlin
Manager, Human Resources
Lou D’Angelo
Business Strategy Manager
Serena Bowen
Digital Marketing Manager
Jt McHugh
Operations Manager
Timothy Byrne
Transition Manager
Eric Lyons
Portfolio Administrator
Paul Mulholland
Senior Financial Planner
Jennifer Marquardt
Client Service Associate
Sarah McCarthy
Compliance Associate
Sonja Wall
Compliance Specialist
Michael Crapella
Onboarding Associate
Sean Sullivan
RIA Registration & Legal Counsel