You are now leaving the "Private Advisor Group" Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.

Schwab is a registered broker-dealer, and is not affiliated with "Private Advisor Group" or any advisor(s) whose name(s) appears on this Website. "Private Advisor Group" is/are independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with "Private Advisor Group" under which Schwab provides "Private Advisor Group" with services related to your account.

Schwab does not review the "Private Advisor Group" Website(s), and makes no representation regarding the content of the Website(s). The information contained in the "Private Advisor Group" Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Continue

Petra Barone

Petra Barone, Head of Finance at Private Advisor Group

Petra Barone is the Head of Finance at Private Advisor Group. In this role, she manages Private Advisor Group’s finances, outside custodial fee billing, and advisor compensation. She brings over 30 years of financial experience to the team.

Prior to joining Private Advisor Group, Petra was an auditor with Coopers & Lybrand and the Manager of Accounting & Reporting at Häagen Dazs.

Petra earned a Bachelor of Science in Accounting from Rutgers University and holds a CPA designation (inactive) in New Jersey.

She is a volunteer for Invest in Others and the Community Soup Kitchen of Morristown.

Petra lives in Morristown, NJ with her husband. Outside of work she enjoys gardening, skiing, paddle boarding, and spending time with family and friends.

Private Advisor Group Team Bottom Image

TOGETHER WE THRIVE

Our Team Has Expanded

Meet David Bogdanov, our newest Business Development Consultant. Experienced in guiding advisors to the right community, David also freelances as a graphic designer and marketing consultant. An adventure lover, he enjoys his kids’ sports events and activities like dirt biking, kitesurfing, and snowboarding.
Search Popup Private Advisor Group Logo