Our Team

Meet the Private Advisor Group team. Our team members are deeply principled, devoted to serving others, and committed to helping independent advisors, investors, and RIA firms thrive and grow.

Guy Adami

Markets & Investments Advisor

Raphiella Adamson

Compliance Director

Victor Alfieri

Compliance Specialist

Felicia Allen-Collazo

Accounting and Advisor Compensation Associate

Petra Barone

Managing Director, Chief Financial Officer

Ira Berkowitz

Financial Advisor

Tim Byrne

Transition Manager

Nick Carrion

Client Services Associate

Michael Christie

Salesforce Administrator and Developer

Kyle Colwell

LPL Registered Principal, Financial Advisor

Paul Colwell

Financial Advisor

Philip Coniglio

Chief Information Officer and Chief Information Security Officer

Kathleen Conlin

Manager of Human Resources

Tom Corcimiglia

Senior Wealth Manager

Kelly Coulter

Marketing Director

Lou D’Angelo

Operations Project Manager

Will Davis, CFP

Financial Advisor

Michael P. Desaulnier

Financial Advisor

Robert J. Ditrani Jr.

Financial Advisor

David Farley

Transition Specialist

Garrett Friedrich

Marketing Manager

Jim Galbraith, CFP®

Financial Advisor

Julie Galbraith

Manager of Advisor Experience

Warren Gallagher

Financial Advisor

William Hart

Financial Advisor

Karen Hayes

Business Development Manager

Jim Hooks

Managing Director, Chief Compliance Officer

John Hyland, CFP

Managing Director, Strategic Partner Relations

Pamela Luteran

Manager of Accounting and Advisor Compensation

Austin MacGregor

Client Service Associate

Fill Macias

Billing Associate

Verne Marble, CIMA®

Director of Business Development

Klaudia Maslo

LPL Registered Principal, Compliance Specialist

Michael Masterman

Compliance Liaison

Jason McCarthy

Compliance Director

Robert “R.J.” Moore

Managing Director, Chief Executive Officer

Anne Mortera

Director of Advisor Growth & Engagement

John J. Murphy

Financial Advisor

Jim Perhacs

Managing Director, Chief Operating Officer

Danielle Petrullo

Senior Marketing Associate

Shelley Reeves

LPL Registered Principal, Compliance Specialist

Donald Pfarr

Financial Advisor

Josh Reich

Business Development Executive

Jennifer Scheer

Billing Specialist

Syed Shahzad

Network Administrator

Cari Smith

Compliance Director

Frank Smith

Managing Director, President

Donald Stahl

Director of Business Solutions

Jeremy L. Stanley

Financial Advisor

Nancy Sterzel

Operations Analyst

Annie Sullivan

LPL Registered Principal, Compliance Specialist

James Sullivan

Managing Director, Advisor Advocacy & Technology

Kevin Sullivan

Director of Advisor Growth & Engagement

Patrick J. Sullivan

Managing Director, Advisor Relations

Patrick R. Sullivan

Business Strategy Manager

Sean Sullivan

RIA Registration, Legal Counsel

Richard Summers

Financial Advisor

Katherine Switzer

Compliance Liaison

Anna Tucci

Billing Supervisor

Michael Verratti

LPL Registered Principal, Compliance Specialist

Bob Vogt

Compliance Associate

Sonja Wall

LPL Registered Principal, Compliance Specialist

Melissa Woods

Marketing Associate

Cindy Wyatt

Executive Assistant

Denise Zanga

Client Services Associate

Interested in joining our team?

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