Private Advisor Group Strengthens Its Workforce to Support Financial Advisors
Private Advisor Group Expands Team to Enhance Advisor Support
In a move aimed at bolstering the capabilities of its financial advisory team, Private Advisor Group, a leader in independent wealth management, announced the onboarding of two prominent figures in the industry: Dave Carratt and David Bogdanov. This strategic hiring initiative highlights the firm's focus on meeting the evolving needs of financial advisors nationwide.
Meet the New Leaders
Carratt joins as the Director of Advisor Growth and Engagement, bringing over 30 years of diverse industry experience. His role will entail strategic business consulting and relationship management with a strong focus on succession planning. Prior to his position at Private Advisor Group, Carratt held senior consulting roles where he guided financial advisors through critical processes including mergers, acquisitions, and business development strategies. Carratt is equipped with FINRA series 7, 24, and 65 securities registrations and holds several prestigious industry designations, including the well-respected CFP® certification.
In tandem with Carratt's appointment, David Bogdanov joins as a Business Development Consultant, specializing in recruitment. His responsibilities will include fostering relationships with top-tier financial professionals in both the independent Registered Investment Advisor (RIA) and broker-dealer sectors. With more than a decade of experience in the financial services industry, Bogdanov has previously excelled in senior recruiting and marketing positions, making him an asset in nurturing talent within the organization.
Driving Change for Advisor Success
Verne Marble, Head of Business Development at Private Advisor Group, expressed optimism regarding the new appointments, stating, "With David and Dave joining our community, we are better positioned to meet the evolving needs of our advisors. Their extensive experience will help us provide tailored guidance and support, empowering advisors to grow their businesses and achieve long-term success."
Beyond these key appointments, the firm continues to expand its workforce by strategically hiring across its finance, compliance, and service teams. This robust approach to recruitment emphasizes the organization’s unwavering commitment to hiring and retaining top talent to ensure that its advisors receive the support necessary to thrive in a competitive market.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is recognized among the nation’s leading financial services firms, managing over $35.2 billion in assets as of June 30, 2024. The firm's mission is to improve financial outcomes for individual investors while fostering growth and a client-centric approach for independent financial advisors. Notably, Barron's has consistently recognized Private Advisor Group as one of the top 10 registered investment advisory firms since 2019, illustrating its significant impact and reputation within the industry.
For more information on Private Advisor Group and its services, visit privateadvisorgroup.com.
The expansion of Private Advisor Group's team is a promising development for financial advisors looking for the support and resources necessary to help them navigate the complexities of wealth management. With industry veterans like Carratt and Bogdanov leading the charge, the firm is well-equipped to enhance its advisory capabilities and respond to the demands of a dynamic financial landscape.
In a move aimed at bolstering the capabilities of its financial advisory team, Private Advisor Group, a leader in independent wealth management, announced the onboarding of two prominent figures in the industry: Dave Carratt and David Bogdanov. This strategic hiring initiative highlights the firm's focus on meeting the evolving needs of financial advisors nationwide.
Meet the New Leaders
Carratt joins as the Director of Advisor Growth and Engagement, bringing over 30 years of diverse industry experience. His role will entail strategic business consulting and relationship management with a strong focus on succession planning. Prior to his position at Private Advisor Group, Carratt held senior consulting roles where he guided financial advisors through critical processes including mergers, acquisitions, and business development strategies. Carratt is equipped with FINRA series 7, 24, and 65 securities registrations and holds several prestigious industry designations, including the well-respected CFP® certification.
In tandem with Carratt's appointment, David Bogdanov joins as a Business Development Consultant, specializing in recruitment. His responsibilities will include fostering relationships with top-tier financial professionals in both the independent Registered Investment Advisor (RIA) and broker-dealer sectors. With more than a decade of experience in the financial services industry, Bogdanov has previously excelled in senior recruiting and marketing positions, making him an asset in nurturing talent within the organization.
Driving Change for Advisor Success
Verne Marble, Head of Business Development at Private Advisor Group, expressed optimism regarding the new appointments, stating, "With David and Dave joining our community, we are better positioned to meet the evolving needs of our advisors. Their extensive experience will help us provide tailored guidance and support, empowering advisors to grow their businesses and achieve long-term success."
Beyond these key appointments, the firm continues to expand its workforce by strategically hiring across its finance, compliance, and service teams. This robust approach to recruitment emphasizes the organization’s unwavering commitment to hiring and retaining top talent to ensure that its advisors receive the support necessary to thrive in a competitive market.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is recognized among the nation’s leading financial services firms, managing over $35.2 billion in assets as of June 30, 2024. The firm's mission is to improve financial outcomes for individual investors while fostering growth and a client-centric approach for independent financial advisors. Notably, Barron's has consistently recognized Private Advisor Group as one of the top 10 registered investment advisory firms since 2019, illustrating its significant impact and reputation within the industry.
For more information on Private Advisor Group and its services, visit privateadvisorgroup.com.
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Conclusion
The expansion of Private Advisor Group's team is a promising development for financial advisors looking for the support and resources necessary to help them navigate the complexities of wealth management. With industry veterans like Carratt and Bogdanov leading the charge, the firm is well-equipped to enhance its advisory capabilities and respond to the demands of a dynamic financial landscape.
Topics Financial Services & Investing）
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