James Sullivan
Oprichter bij Private Advisor Group LLC
Profiel
Mr. Patrick J.
Sullivan is a Managing Director & Executive Chair at Private Advisor Group LLC.
In this role, he ensures independent advisors who joined Private Advisor Group are knowledgeable, confident, and prepared to face the ever-changing financial-advisory landscape.
He brings over 30 years of experience in financial services to the team.
Prior to joining Private Advisor Group, he held management operations and finance positions with Verizon.
He then switched careers and became a financial advisor with American Express Financial Advisors which later led him to co-found Private Advisor Group.
Mr. Sullivan earned a Bachelor of Arts from State University of New York at Albany and then a Master of Business Administration from Fordham University.
Actieve functies van James Sullivan
| Bedrijven | Functie | Begin |
|---|---|---|
Private Advisor Group LLC
 Private Advisor Group LLC Investment ManagersFinance Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations. | Oprichter | 02-09-2010 |
Eerdere bekende functies van James Sullivan
| Bedrijven | Functie | Einde |
|---|---|---|
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
| NYNEX Corp. | Corporate Officer/Principal | - |
Opleiding van James Sullivan
| State University of New York at Albany | Undergraduate Degree |
| Fordham University | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Private Advisor Group LLC
Private Advisor Group LLC Investment ManagersFinance Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations. | Finance |
| NYNEX Corp. | Communications |
| American Express Financial Advisors, Inc. |