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Private Advisor Group

1 follower

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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

Industries

Finance

Headquarters

Morristown, United States

Employees

51-200

Links

Org chart

Frank Smith

Chief Executive Officer

Frank Smith

Collapse

Kevin Sullivan

Enterprise Growth And Advisor Engagement

Anne Mortera

Director, Advisor Growth & Engagement

Adam J. Schorr

Chief Financial Officer

Jim Perhacs

Chief Operating Officer

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

Michael Crapella

Onboarding Associate

Sean Sullivan

RIA Registration & Legal Counsel

Teams

+14

Financial Advisory Team

17 members

Compliance Team

12 members

Leadership Team

11 members

Operations Team

7 members

Finance and Accounting Team

5 members

Marketing Team

5 members

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