Independent advisory platform Private Advisor Group has named Berta Aldrich managing director and chief marketing officer.
Aldrich’s appointment, announced July 9 by Morristown-based PAG, was effective June 17. As a member of the executive team, her authority includes overall marketing and the responsibilities of the chief human resources officer, a new role.
Aldrich’s work as CMO involves strategy, branding, media relations, digital marketing, sponsorships, data and analytics, research, events and business intelligence.
She has previously held senior and leadership positions at Vanguard, Principal and FS Investments, PAG said, and received the inaugural FCS Jamie E. Depeau Leadership award for her impact in the financial services industry in 2016.
“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,” John Hyland, managing director and co-founder of Private Advisor Group, said in a statement.
Private Advisor Group supports more than 650 independent advisors and over $19 billion in assets under management.
