Private Advisor Group Strengthens Team with New Leaders
Private Advisor Group Strengthens Team with New Leaders
Private Advisor Group, one of the largest independent wealth management firms in the country, has announced recent strategic hires aimed at enhancing the support offered to its nationwide community of financial advisors.
New Leadership Roles
The newly appointed leaders are:
Dave Carratt, Director of Advisor Growth and Engagement
With over 30 years of diverse industry experience, Dave Carratt is set to focus on strategic consulting and fostering relationships with advisors, particularly emphasizing succession planning. His previous roles involved guiding advisors through various transitions, including mergers and acquisitions. Dave holds several certifications, including the CFP certification and various FINRA series registrations.
David Bogdanov, Business Development Consultant
David Bogdanov brings a wealth of experience in recruitment and business development, specializing in building connections with top financial professionals within the independent RIA and broker-dealer sectors. His robust background includes significant roles in recruiting and marketing over the last decade.
Enhancing Advisor Support
"The addition of David and Dave to our leadership team positions us to meet the evolving needs of our advisors more effectively," noted Verne Marble, Head of Business Development at Private Advisor Group. "Their extensive expertise will empower us to offer tailored support that drives advisor success and business growth.
Ongoing Commitment to Talent Acquisition
Beyond the new hires of Mr. Carratt and Mr. Bogdanov, Private Advisor Group has bolstered its teams across finance, compliance, and other service areas. This ongoing commitment underscores the firm's goal to attract and retain top industry talent, which is essential for maintaining its competitive edge.
About Private Advisor Group
Founded in 1997, Private Advisor Group has become a prominent name in the financial services landscape. With over $35.2 billion in assets under management, the firm is dedicated to enhancing financial outcomes for individual investors and assisting independent financial advisors with growth strategies, fiduciary responsibility, and succession plans. Since 2019, Barron's has recognized Private Advisor Group annually as a top 10 registered investment advisory firm.
Frequently Asked Questions
What is Private Advisor Group?
Private Advisor Group is an independent wealth management firm that offers financial advisory services and support to financial advisors.
What recent changes occurred at Private Advisor Group?
The firm has announced the appointment of two new leaders, Dave Carratt and David Bogdanov, to enhance advisory support and growth strategies.
How does Private Advisor Group help financial advisors?
They provide strategic business consulting, succession planning support, and resources to help advisors grow their practices.
What is the significance of the firm's assets under management?
Private Advisor Group manages over $35.2 billion in assets, showcasing its capability and stability in providing financial services.
Is Private Advisor Group recognized in the industry?
Yes, since 2019, Barron's has ranked them among the top 10 registered investment advisory firms, highlighting their industry leadership.
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