Director of Advisor Growth & Engagement
Anne Mortera is the Director of Advisor Growth & Engagement at Private Advisor Group. In this role, she is responsible for enhancing and progressing the company’s growth solutions for financial professionals with an emphasis on the west coast as the firm furthers its national expansion. She brings over 20 years of experience in financial services to the team.
Prior to joining Private Advisor Group, Anne held roles in relationship management where she served as Senior Vice President of Advisor Relations and Regional Vice President, Service & Engagement Officer at First Allied Securities.
Anne earned a Bachelor of Science in Business Administration with an emphasis in Finance from San Diego State University. She holds FINRA series 7, 66, and 99 securities registrations.
Anne supports many different non-profit organizations through various affiliations with friends and family, but the one she holds closest to her heart is the National Brain Tumor Society, which she got involved with after her dad was diagnosed with brain cancer and eventually passed away due to complications from the disease. In addition, she previously held various positions including Chair of the philanthropy committee at her prior firm. As an active member she volunteered in the community and helped raise awareness and donations of close to $500,000 for multiple charities.
Anne lives in San Diego, CA with her husband and English Bulldog. Outside work, Anne enjoys spending time with her family and friends whether it’s eating or doing something active to keep her moving. She also loves to travel and experience different cultures through their food.