Morristown, N.J.-based Private Advisor Group announced yesterday that it has added Poterack Capital Advisors, a Morton, Ill.-based registered investment advisor, to its platform.
Poterack Capital Advisors, with $120 million in assets under management, is led by Ryan Poterack, CEO and wealth manager, according to the announcement. The firm boasts a personalized offering rooted in a custom client discovery process, as well as a virtual service model giving it a national footprint.
In joining Private Advisor Group, Poterack has enrolled in its Alignment & Equity Program, a “jointly owned growth partnership entity,” according to the release.
"The Poterack team has a remarkable track record of helping investors on their financial planning journey,” said Verne Marble, Private Advisor Group director of business development, in released comments. “We are thrilled to welcome Ryan and the entire Poterack Capital Advisory team to our growing community. We look forward to supporting their goals and furthering opportunities to drive collective success.”
Private Advisor Group now has more than $28.5 billion AUM, according to the announcement.