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Patrick R. Sullivan

Pat Sullivan is a Co-Founder of Private Advisor Group and currently serves as Managing Director, Advisor Relations

Patrick Sullivan is the Chief of Staff at Private Advisor Group. In this role, he leverages data intelligence and business insights to drive strategy and advisor growth opportunities.

Prior to joining Private Advisor Group, Patrick focused on compliance and operational risk in the UBS Graduate Talent Program. He also was a data analyst and project manager for the UBS-GUARD with Global Banking’s Data Lab.

He earned a Bachelor of Business Administration in Finance from Villanova University and holds FINRA SIE ® series 7 securities registrations.

Patrick lives in the Upper East Side in Manhattan and outside of work, he enjoys playing the piano and exercising, and hopes to beat his half marathon time soon.

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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.
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