James Sullivan
Fondatore presso Private Advisor Group LLC
Profilo
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.
Posizioni attive di James Sullivan
| Società | Posizione | Inizio |
|---|---|---|
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. | Fondatore | 02/09/2010 |
Precedenti posizioni note di James Sullivan
| Società | Posizione | Fine |
|---|---|---|
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
| NYNEX Corp. | Corporate Officer/Principal | - |
Formazione di James Sullivan
| Fordham University | Masters Business Admin |
| State University of New York at Albany | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
| NYNEX Corp. | Communications |
| American Express Financial Advisors, Inc. | |
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 |
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