Private Advisor Group Enhances Team With New Strategic Hires for Better Advisor Support
In a significant move to strengthen its operational capabilities, Private Advisor Group has recently unveiled several strategic hires aimed at enhancing advisor support and fostering growth within its community. These new appointments signal a continued commitment to investing in human resources that align with the company's advisor-first approach.
The newly appointed leaders include Daniel Johnson, who will serve as the Director of Advisor Strategy; Greg Gavin, the Director of Growth Engagement; Jamie Kulik, who takes on the role of Chief of Staff for Sales Enablement; and Kevin Bohrer, serving as the Director of Corporate Finance.
Frank Smith, the Chief Executive Officer of Private Advisor Group, emphasized the significance of these appointments by stating, "These additions reflect our advisor-first approach. As experienced leaders, they bring a blend of strategic vision, operational expertise, and advisor-centric focus that will help continue to support our growing community and drive long-term value for advisors and their clients."
Daniel Johnson is set to lead initiatives that define the firm’s advisor strategy. His focus will include long-term planning, providing business insights, and crafting solutions that enable advisors to visualize and achieve their business goals. Similarly, Greg Gavin will be at the forefront of enhancing advisor engagement, leading efforts to bolster growth initiatives including practice management support and community programs aimed at assisting advisors regardless of their business stage.
Jamie Kulik will support the overall execution across the organization while ensuring alignment between various departments, particularly in relation to sales enablement. On the financial front, Kevin Bohrer’s responsibilities will encompass overseeing key financial planning and analysis initiatives, particularly those related to advisor succession and liquidity programs that are increasingly in demand.
These recent appointments complement previous talent acquisitions made by the firm last year, highlighting an ongoing commitment to augmenting core support for advisors. The strategic integration of new talent near the firm’s Rock Hill office aims not only to expand its geographical footprint in the Carolinas but also to amplify the firm’s presence in the advisory space.
This concerted effort of integrating various strategic hires aims to improve service delivery and reinforce the internal capabilities of the firm. Additionally, it sets the stage for sustained advisor support while positioning the firm to achieve its growth objectives in a dynamic market.
Private Advisor Group, founded in 1997 in Morristown, NJ, has grown to become one of the leading financial services firms in the nation, managing over $41.3 billion in assets as of June 30, 2025. The firm has continually aimed to inspire growth for independent financial advisors while providing strategies that enhance financial outcomes for individual investors. By aligning experienced leadership with strategic initiatives, Private Advisor Group is not only investing in its employees but also in its advisors' futures and success.
For more information about Private Advisor Group and their strategic priorities, visit their official website at privateadvisorgroup.com.
With the addition of these key team members, Private Advisor Group demonstrates a proactive approach to addressing the evolving needs of advisers and their clients. As the financial landscape continues to change, the firm is committed to adapting and innovating its strategies to maintain a competitive edge and deliver unparalleled service to advisors across the country.
Expanding the Team for Greater Impact
The newly appointed leaders include Daniel Johnson, who will serve as the Director of Advisor Strategy; Greg Gavin, the Director of Growth Engagement; Jamie Kulik, who takes on the role of Chief of Staff for Sales Enablement; and Kevin Bohrer, serving as the Director of Corporate Finance.
Frank Smith, the Chief Executive Officer of Private Advisor Group, emphasized the significance of these appointments by stating, "These additions reflect our advisor-first approach. As experienced leaders, they bring a blend of strategic vision, operational expertise, and advisor-centric focus that will help continue to support our growing community and drive long-term value for advisors and their clients."
Focused on Advisor Growth and Engagement
Daniel Johnson is set to lead initiatives that define the firm’s advisor strategy. His focus will include long-term planning, providing business insights, and crafting solutions that enable advisors to visualize and achieve their business goals. Similarly, Greg Gavin will be at the forefront of enhancing advisor engagement, leading efforts to bolster growth initiatives including practice management support and community programs aimed at assisting advisors regardless of their business stage.
Jamie Kulik will support the overall execution across the organization while ensuring alignment between various departments, particularly in relation to sales enablement. On the financial front, Kevin Bohrer’s responsibilities will encompass overseeing key financial planning and analysis initiatives, particularly those related to advisor succession and liquidity programs that are increasingly in demand.
Building on Previous Investments
These recent appointments complement previous talent acquisitions made by the firm last year, highlighting an ongoing commitment to augmenting core support for advisors. The strategic integration of new talent near the firm’s Rock Hill office aims not only to expand its geographical footprint in the Carolinas but also to amplify the firm’s presence in the advisory space.
This concerted effort of integrating various strategic hires aims to improve service delivery and reinforce the internal capabilities of the firm. Additionally, it sets the stage for sustained advisor support while positioning the firm to achieve its growth objectives in a dynamic market.
Private Advisor Group, founded in 1997 in Morristown, NJ, has grown to become one of the leading financial services firms in the nation, managing over $41.3 billion in assets as of June 30, 2025. The firm has continually aimed to inspire growth for independent financial advisors while providing strategies that enhance financial outcomes for individual investors. By aligning experienced leadership with strategic initiatives, Private Advisor Group is not only investing in its employees but also in its advisors' futures and success.
For more information about Private Advisor Group and their strategic priorities, visit their official website at privateadvisorgroup.com.
The Road Ahead
With the addition of these key team members, Private Advisor Group demonstrates a proactive approach to addressing the evolving needs of advisers and their clients. As the financial landscape continues to change, the firm is committed to adapting and innovating its strategies to maintain a competitive edge and deliver unparalleled service to advisors across the country.
Topics Financial Services & Investing）
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