Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, today announces the appointment of Philip Coniglio as their new Chief Information Officer. In the role, he will provide additional expertise and operational strength to PAG's expanding portfolio of technology solutions. Phil will also serve as the Chief Information Security Officer. He will report to James Sullivan, Managing Director and Head of Technology Strategy.
"We are honored to welcome Phil to the PAG family and executive team," says Mr. Sullivan. "Technology continues to be an advantage for our advisors and we look forward to Phil's insight and oversight as we continue to adopt new solutions that add operational efficiency, investment proficiency and value for our advisors and clients across the U.S.," says Sullivan.
Since its founding, Private Advisor Group has experienced significant growth in the independent financial advisory space. In 2020, it was ranked in the top 10 of Barron's Top 100 RIA Firms and number one for RIA firms located in the Northeast. The company now serves more than 650 advisors and 55,000 households in 37 states across the nation.
Phil most recently served as the Chief Information Security Officer and Director of Fund Operations at International Value Advisers, where he managed the strategy and execution of both disciplines at the firm during its rocket ship growth. Prior to IVA, he held a variety of roles at Morgan Stanley.
About Private Advisor Group
Private Advisor Group is one of the fastest-growing RIA firms in the nation. As of December 31, 2020, the firm manages over $26.4 billion in assets under management (AUM).
Founded by advisors John Hyland and Pat Sullivan, PAG provides industry-leading tools and technology to independent advisors and investors that are focused on fiduciary adherence, compliance, and a client-centric approach. For more information, visit www.privateadvisorgroup.com.