Private Advisor Group
Industry: Company
DescriptionFounded: 2010
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Private Advisor Group Employees
Employee
Years
Job
Industry
Don Pfarr Don Pfarr's Private Advisor Group Experience November 2008 - Present
Job Financial Advisor at Private Advisor Group
Industry Financial Services
Experience
Private Advisor Group November 2008 - Present
Smith Barney March 2007 - October 2008
Finishes With Distinction January 2004 - February 2007
AT&T January 1988 - December 2003
Skills
Wealth Management, Risk Management, Finance, Education Funding, CRM, Financial Goals, Management, Strategic Planning, Marketing, Market Analysis, Series 7, Marketing Research, Strategic Financial..., Investment Advisory, 401k, Estate Planning, Insurance, Series 24
Education
Montclair State University
Bachelor of Science (BS), Business Administration / Marketing
Private Advisor Group November 2008 - Present
Smith Barney March 2007 - October 2008
Finishes With Distinction January 2004 - February 2007
AT&T January 1988 - December 2003
Skills
Wealth Management, Risk Management, Finance, Education Funding, CRM, Financial Goals, Management, Strategic Planning, Marketing, Market Analysis, Series 7, Marketing Research, Strategic Financial..., Investment Advisory, 401k, Estate Planning, Insurance, Series 24
Education
Montclair State University
Bachelor of Science (BS), Business Administration / Marketing
John P. Hyland, CFP® John P. Hyland, CFP®'s Private Advisor Group Experience November 1997 - Present
Job Executive Officer at Private Advisor Group
Industry Financial Services
Experience
Private Advisor Group November 1997 - Present
Mayo Performing Arts Center May 2014 - Present
Invest in Others Charitable Foundation March 2014 - Present
Morris County School of Technology October 2005 - Present
The Leukemia & Lymphoma Society January 2000 - Present
American Express Financial Advisors September 1990 - November 1997
Skills
Retirement Planning, Estate Planning, Investment Management, Insurance, Personal Finance, Trust Services, Employee Benefits, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Investments, Retirement, 401k, Asset Managment, Securities, Series 63, Fixed Annuities
Education
Saint Bonaventure University 1985 — 1989
BA, Social Science-Economics/Sociology
College for Financial Planning
CFP, CMFC
Institute of Certified Fund Specialists
CFS, Certified Fund Specialist
The American College
ChFC, Chartered Financial Consultant
Private Advisor Group November 1997 - Present
Mayo Performing Arts Center May 2014 - Present
Invest in Others Charitable Foundation March 2014 - Present
Morris County School of Technology October 2005 - Present
The Leukemia & Lymphoma Society January 2000 - Present
American Express Financial Advisors September 1990 - November 1997
Skills
Retirement Planning, Estate Planning, Investment Management, Insurance, Personal Finance, Trust Services, Employee Benefits, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Investments, Retirement, 401k, Asset Managment, Securities, Series 63, Fixed Annuities
Education
Saint Bonaventure University 1985 — 1989
BA, Social Science-Economics/Sociology
College for Financial Planning
CFP, CMFC
Institute of Certified Fund Specialists
CFS, Certified Fund Specialist
The American College
ChFC, Chartered Financial Consultant
Jack Beattie Jack Beattie's Private Advisor Group Experience May 2013 - August 2013
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley Wealth Management June 2014 - September 2014
Private Advisor Group May 2013 - August 2013
Skills
Wealth Management
Education
Miami University 2011 — 2014
Bachelor of Arts (B.A.), History
Chatham High School
Morgan Stanley September 2014 - Present
Morgan Stanley Wealth Management June 2014 - September 2014
Private Advisor Group May 2013 - August 2013
Skills
Wealth Management
Education
Miami University 2011 — 2014
Bachelor of Arts (B.A.), History
Chatham High School
Timothy Brunnock, Esq. Timothy Brunnock, Esq.'s Private Advisor Group Experience June 2007 - Present
Job Founder and Director at Trinity Financial Strategies
Industry Financial Services
Experience
Trinity Financial Strategies March 2015 - Present
Private Advisor Group June 2007 - Present
Brunnock & Fleming, PC September 1996 - June 2007
Skills
Estate Planning, Wealth Management, Strategic Financial..., Wealth, Trusts, Investments, Securities, Wills, Estate Tax Planning, Financial Services, Trust Services, FINRA, Registered Investment..., Powers of Attorney, Charities
Education
Suffolk University Law School 1987 — 1990
Juris Doctor, Law
Villanova University 1983 — 1987
Bachelor of Arts, Political Science
Trinity Financial Strategies March 2015 - Present
Private Advisor Group June 2007 - Present
Brunnock & Fleming, PC September 1996 - June 2007
Skills
Estate Planning, Wealth Management, Strategic Financial..., Wealth, Trusts, Investments, Securities, Wills, Estate Tax Planning, Financial Services, Trust Services, FINRA, Registered Investment..., Powers of Attorney, Charities
Education
Suffolk University Law School 1987 — 1990
Juris Doctor, Law
Villanova University 1983 — 1987
Bachelor of Arts, Political Science
Casey Gill Casey Gill's Private Advisor Group Experience May 2012 - January 2014
Job Capital Markets Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas July 2014 - Present
Muhlenberg College Investment Society May 2013 - May 2014
Muhlenberg College September 2010 - May 2014
Private Advisor Group May 2012 - January 2014
Old World Timber Smith May 2011 - August 2011
Skills
Equities, Fixed Income, Investments, Leadership, Portfolio Management, Microsoft Excel, Finance, Analysis, Economics, Management, Mutual Funds
Education
Muhlenberg College * Allentown 2010 — 2014
Bachelor of Arts, Finance and Economics
Maastricht University 2012 — 2012
Economics
Chatham High School 2006 — 2010
BNP Paribas July 2014 - Present
Muhlenberg College Investment Society May 2013 - May 2014
Muhlenberg College September 2010 - May 2014
Private Advisor Group May 2012 - January 2014
Old World Timber Smith May 2011 - August 2011
Skills
Equities, Fixed Income, Investments, Leadership, Portfolio Management, Microsoft Excel, Finance, Analysis, Economics, Management, Mutual Funds
Education
Muhlenberg College * Allentown 2010 — 2014
Bachelor of Arts, Finance and Economics
Maastricht University 2012 — 2012
Economics
Chatham High School 2006 — 2010
Jim Perhacs Jim Perhacs's Private Advisor Group Experience 2001 - Present
Job Managing Director, Private Advisor Group
Industry Financial Services
Experience
Private Advisor Group 2001 - Present
Education
Kutztown University of Pennsylvania 1997 — 2001
Private Advisor Group 2001 - Present
Education
Kutztown University of Pennsylvania 1997 — 2001
Danielle Petrullo Danielle Petrullo's Private Advisor Group Experience July 2015 - Present
Job Marketing Associate at Private Advisor Group
Industry Insurance
Experience
Private Advisor Group July 2015 - Present
Red Sky Marketing January 2014 - Present
Penn Mutual October 2014 - March 2015
Hamilton Lane May 2014 - September 2014
Hamilton Lane February 2014 - March 2014
Amtech Software February 2012 - February 2014
Lifetouch Portrait Studios April 2011 - June 2012
Heinz Graphic Services December 2010 - February 2012
Skills
Photoshop, Idea Generation, Press Releases, Team-oriented, Photography, Adobe Creative Suite, InDesign, Dreamweaver, Illustrator, People Skills, Well-organized, Creativity, Direct Mail, Brochures, Advertising, Social Media, Microsoft Excel, Graphic Design, Marketing, Customer Service
Education
East Stroudsburg University 2006 — 2010
Dual Bachelor's Degrees, Media Communication and Technology, Art and Design
East Stroudsburg University of Pennsylvania 2006 — 2010
BA Art and Design, BS Media Communications and Technology, Graphic Design
Private Advisor Group July 2015 - Present
Red Sky Marketing January 2014 - Present
Penn Mutual October 2014 - March 2015
Hamilton Lane May 2014 - September 2014
Hamilton Lane February 2014 - March 2014
Amtech Software February 2012 - February 2014
Lifetouch Portrait Studios April 2011 - June 2012
Heinz Graphic Services December 2010 - February 2012
Skills
Photoshop, Idea Generation, Press Releases, Team-oriented, Photography, Adobe Creative Suite, InDesign, Dreamweaver, Illustrator, People Skills, Well-organized, Creativity, Direct Mail, Brochures, Advertising, Social Media, Microsoft Excel, Graphic Design, Marketing, Customer Service
Education
East Stroudsburg University 2006 — 2010
Dual Bachelor's Degrees, Media Communication and Technology, Art and Design
East Stroudsburg University of Pennsylvania 2006 — 2010
BA Art and Design, BS Media Communications and Technology, Graphic Design
Margaret Sellinger's Private Advisor Group Experience January 2015 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
Private Advisor Group January 2015 - Present
Stifel Financial Corp. 2004 - June 2014
Merrill Lynch 2000 - 2002
Skills
Financial Services, Series 7, Investment Banking, FINRA, Derivatives, Financial Planners, Valuation, Relationship Management, Equity Trading, AML, Trading Systems, Equity Research, Electronic Trading, Estate Planning, 401k, IRAs, Trading, Strategic Financial..., ETFs, Fixed Annuities, Asset Management, Investment Management, Portfolio Management, Capital Markets, Retirement, Retirement Planning, Options, Investments, Bloomberg, Hedge Funds, Wealth Management..., Investment Strategies, Fixed Income, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Asset Allocation, Securities, Financial Advisory, Stocks, Mutual Funds, SEC Regulations, Securities Trading, Futures Operations, Funds Processing, NFA Series 3, Series 66
Education
Montclair State University 2002 — 2004
Bachelor's Degree With Honors, Psychology
Fisher College 1984 — 1986
Associate of Science
American School of Paris 1980 — 1984
College Preparatory Program
Private Advisor Group January 2015 - Present
Stifel Financial Corp. 2004 - June 2014
Merrill Lynch 2000 - 2002
Skills
Financial Services, Series 7, Investment Banking, FINRA, Derivatives, Financial Planners, Valuation, Relationship Management, Equity Trading, AML, Trading Systems, Equity Research, Electronic Trading, Estate Planning, 401k, IRAs, Trading, Strategic Financial..., ETFs, Fixed Annuities, Asset Management, Investment Management, Portfolio Management, Capital Markets, Retirement, Retirement Planning, Options, Investments, Bloomberg, Hedge Funds, Wealth Management..., Investment Strategies, Fixed Income, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Asset Allocation, Securities, Financial Advisory, Stocks, Mutual Funds, SEC Regulations, Securities Trading, Futures Operations, Funds Processing, NFA Series 3, Series 66
Education
Montclair State University 2002 — 2004
Bachelor's Degree With Honors, Psychology
Fisher College 1984 — 1986
Associate of Science
American School of Paris 1980 — 1984
College Preparatory Program
Brian Ballard Brian Ballard's Private Advisor Group Experience May 2012 - July 2013
Job Financial Management Program at GE Healthcare
Industry Financial Services
Experience
GE Healthcare July 2015 - Present
ICAP June 2014 - July 2014
Private Advisor Group May 2012 - July 2013
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Finance, General
Peking University
GE Healthcare July 2015 - Present
ICAP June 2014 - July 2014
Private Advisor Group May 2012 - July 2013
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Finance, General
Peking University
Anne Kostyak's Private Advisor Group Experience January 2013 - Present
Job Client Service Associate at Private Advisor Group
Industry Real Estate
Experience
Private Advisor Group January 2013 - Present
Taylor Management Company July 2006 - December 2012
Education
Katherine Gibbs School
Private Advisor Group January 2013 - Present
Taylor Management Company July 2006 - December 2012
Education
Katherine Gibbs School
Klaudia Maslo Klaudia Maslo's Private Advisor Group Experience January 2011 - Present
Job Compliance Specialist I LPL Registered Principal I Private Advisor Group
Industry Financial Services
Experience
Private Advisor Group January 2011 - Present
Morristown Financial Group February 2004 - December 2014
Summit Financial Resources April 2000 - February 2004
Skills
Series 24, Series 7, Series 66, Investments, Securities, Retirement Planning, FINRA, Mutual Funds, Financial Services, Variable Annuities, Alternative Investments
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2002
Bachelor of Science (B.S.), Business Management
Hudson County Community College 1995 — 1997
Associate of Arts, Liberal Arts
Bayonne High School 1989 — 1993
Private Advisor Group January 2011 - Present
Morristown Financial Group February 2004 - December 2014
Summit Financial Resources April 2000 - February 2004
Skills
Series 24, Series 7, Series 66, Investments, Securities, Retirement Planning, FINRA, Mutual Funds, Financial Services, Variable Annuities, Alternative Investments
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2002
Bachelor of Science (B.S.), Business Management
Hudson County Community College 1995 — 1997
Associate of Arts, Liberal Arts
Bayonne High School 1989 — 1993
Jeffrey McHugh Jeffrey McHugh's Private Advisor Group Experience June 2013 - August 2014
Job Student at High Point University seeking for a job in Sales
Industry
Experience
Private Advisor Group June 2013 - August 2014
Minisink Swim and Tennis Club June 2012 - May 2013
Chatham Recreation 2009 - 2011
Skills
Teamwork, Microsoft Office, Time Management, Management, Team Building, Microsoft Excel
Education
High Point University 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Chatham High School 2007 — 2011
Private Advisor Group June 2013 - August 2014
Minisink Swim and Tennis Club June 2012 - May 2013
Chatham Recreation 2009 - 2011
Skills
Teamwork, Microsoft Office, Time Management, Management, Team Building, Microsoft Excel
Education
High Point University 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Chatham High School 2007 — 2011
Liam John Devine's Private Advisor Group Experience June 2015 - Present
Job Financial Advisor, Intern
Industry Capital Markets
Experience
Private Advisor Group June 2015 - Present
ThoughtSTEM June 2014 - Present
LPL Financial March 2013 - August 2013
EduConsulta September 2011 - 2013
Crystal River Outfitters June 2012 - August 2012
Skills
Business Development, Customer Service, Entrepreneurship, Financial Analysis, Microsoft Suites, Website Development, Google Docs, Quantitative Research, Project Management, Real Estate Economics, Team Leadership, Social Media, Windows, Apple, Photoshop, HTML, Marketing, Start-ups, Management, Public Relations
Education
The Johns Hopkins University 2012 — 2016
Major: Economics/ Minor: Entrepreneurship & Management
La Jolla Country Day 2008 — 2011
High School
Private Advisor Group June 2015 - Present
ThoughtSTEM June 2014 - Present
LPL Financial March 2013 - August 2013
EduConsulta September 2011 - 2013
Crystal River Outfitters June 2012 - August 2012
Skills
Business Development, Customer Service, Entrepreneurship, Financial Analysis, Microsoft Suites, Website Development, Google Docs, Quantitative Research, Project Management, Real Estate Economics, Team Leadership, Social Media, Windows, Apple, Photoshop, HTML, Marketing, Start-ups, Management, Public Relations
Education
The Johns Hopkins University 2012 — 2016
Major: Economics/ Minor: Entrepreneurship & Management
La Jolla Country Day 2008 — 2011
High School
Francine Kaufman Olk's Private Advisor Group Experience Teacher of BiologyFranklin D. Roosevelt High SchoolJanuary 1967 - January 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Private Advisor Group Teacher of BiologyFranklin D. Roosevelt High SchoolJanuary 1967 - January 2002
Skills
Customer Service, Financial Analysis, Strategic Planning, Corporate Finance, Credit, Business Planning, Hedge Funds, Financial Modeling, Due Diligence
Education
City University of New York-Brooklyn College 1963 — 1967
Private Advisor Group Teacher of BiologyFranklin D. Roosevelt High SchoolJanuary 1967 - January 2002
Skills
Customer Service, Financial Analysis, Strategic Planning, Corporate Finance, Credit, Business Planning, Hedge Funds, Financial Modeling, Due Diligence
Education
City University of New York-Brooklyn College 1963 — 1967
Patricia Quadrel's Private Advisor Group Experience November 1993 - Present
Job Group Benefits Manager at Private Advisor Group formerly Morristown Financial Group
Industry Insurance
Experience
Private Advisor Group November 1993 - Present
Fringe Benefits, LLC November 1993 - Present
Skills
NJ Health Insurance..., Employee Benefits, Insurance, Health Insurance, Customer Service, Marketing, Team Building, Health Savings Accounts, Disability Insurance, Medicare, Brokers, Small Business, Life Insurance, Open Enrollment, COBRA, Group Medical
Education
County College of Morris
Private Advisor Group November 1993 - Present
Fringe Benefits, LLC November 1993 - Present
Skills
NJ Health Insurance..., Employee Benefits, Insurance, Health Insurance, Customer Service, Marketing, Team Building, Health Savings Accounts, Disability Insurance, Medicare, Brokers, Small Business, Life Insurance, Open Enrollment, COBRA, Group Medical
Education
County College of Morris
Terence Coyle, CLU,ChFC's Private Advisor Group Experience September 2012 - May 2013
Job Wealth Manager at Private Advisor Group
Industry Financial Services
Experience
Fringe Benefits,LLC January 1978 - Present
Private Advisor Group September 2012 - May 2013
Morristown Financial Group June 2004 - August 2012
Securities offered through LPL Financial, member FINRA\SIPC January 2004 - January 2011
Education
Fairfield University 1976 — 1978
BS, Finance, Accounting
Fringe Benefits,LLC January 1978 - Present
Private Advisor Group September 2012 - May 2013
Morristown Financial Group June 2004 - August 2012
Securities offered through LPL Financial, member FINRA\SIPC January 2004 - January 2011
Education
Fairfield University 1976 — 1978
BS, Finance, Accounting
Guy Adami's Private Advisor Group Experience August 2014 - Present
Job Director of Advisor Advocacy at Private Advisor Group
Industry Financial Services
Experience
Private Advisor Group August 2014 - Present
CNBC November 2005 - Present
tradeMONSTER April 2009 - August 2014
CIBC World Markets January 2003 - January 2007
Goldman Sachs March 1996 - December 2002
AIG February 1990 - March 1996
Drexel Burnham Lambert June 1986 - February 1990
Skills
Capital Markets, Research, Equities, Asset Management, Investments, Derivatives, Series 7, Trading, Options, Financial Markets, Hedge Funds, Strategy, Fixed Income, Portfolio Management, Strategic Planning, Alternative Investments, Securities
Education
Georgetown University 1982 — 1986
BS, Business
Quinnipiac University
Honorary Doctorate of Humane Letters - May 10, 2014
Private Advisor Group August 2014 - Present
CNBC November 2005 - Present
tradeMONSTER April 2009 - August 2014
CIBC World Markets January 2003 - January 2007
Goldman Sachs March 1996 - December 2002
AIG February 1990 - March 1996
Drexel Burnham Lambert June 1986 - February 1990
Skills
Capital Markets, Research, Equities, Asset Management, Investments, Derivatives, Series 7, Trading, Options, Financial Markets, Hedge Funds, Strategy, Fixed Income, Portfolio Management, Strategic Planning, Alternative Investments, Securities
Education
Georgetown University 1982 — 1986
BS, Business
Quinnipiac University
Honorary Doctorate of Humane Letters - May 10, 2014
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY