Morristown-based Private Advisor Group, an advisor platform, announced recently that Berta Aldrich has joined the company as managing director and chief marketing officer, effective June 17.
Aldrich will join the company’s executive team and will be responsible for marketing, including marketing strategy, branding, media relations, digital marketing, sponsorships, data and analytics, research, events and business intelligence. She will also take over responsibility for the newly-created chief human resources officer role.
Aldrich previously held senior leadership roles at Vanguard, Principal and FS Investments.
“Our goal is to provide the highest value services for independent advisors,” John Hyland, managing director and co-founder, Private Advisor Group, said. “As a seasoned strategist with a stellar reputation for growing businesses’, coupled with track record of strong leadership in the industry, we are thrilled to have Berta join our executive team.”
“Private Advisor Group’s focus on providing a differentiated platform during this time of fee compression is an enormous opportunity to support the growing independent advisor market. I look forward to working alongside this highly respected team to expand our advisor offerings and maintain Private Advisor Group’s leadership position within financial services,” Aldrich said.
“Berta has an impressive background and track record for leading the development and execution of industry-leading programs across financial services. She is a strong fit for our culture and we look forward to her additive leadership as we continue to grow,” Pat Sullivan, managing director and co-founder, Private Advisor Group, said.