Anne Mortera

Anne joined Private Advisor Group in 2021 as Director of Advisor Growth & Engagement. Leveraging extensive knowledge of advisor engagement and growth programs, she will be responsible for enhancing and progressing the company’s growth solutions for financial professionals with an emphasis on the west coast as the firm furthers its national expansion.

Prior to joining Private Advisor Group, Anne spent 20 years at First Allied Securities, where she served first as Senior Vice President of Commission Accounting, and later, as Senior Vice President of Advisor Relations.