Directory

>

Adam Schorr

avatar

Adam Schorr

Chief Financial Officer | Private Advisor Group

Charlotte, North Carolina, United States

View contact details (it's free)

Adam Schorr

Summary

Adam Schorr is a transformational leader with extensive experience in finance and strategic operations. Currently serving as the Chief Financial Officer at Private Advisor Group, he has a strong background in equity valuation and financial reporting. Adam has held senior leadership roles at LPL Financial, where he was instrumental in building technology strategies and leading teams through organizational changes. His ability to foster engaged teams and build relationships with C-Suite executives has consistently generated value for customers and shareholders alike. With a solid educational foundation, including an MBA in Investment Management, Adam combines analytical skills with practical experience to drive results. He is also a licensed FINRA professional, showcasing his commitment to compliance and regulatory standards. Adam's diverse career path reflects his adaptability and dedication to excellence in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Adam Schorr

Work Experience

company logo

Chief Financial Officer at

Private Advisor Group

March 2023 - Present

company logo

Senior Vice President Technology Strategy, Business Operations - Chief of Staff to CIO at

LPL Financial

July 2020 - April 2023

company logo

Senior Vice President Financial Planning and Analysis at

LPL Financial

November 2016 - July 2020

company logo

Vice President Financial Planning & Analysis at

LPL Financial

February 2015 - November 2016

company logo

Vice President, Business Management and Chief of Staff to Managing Director of National Sales at

LPL Financial

September 2011 - February 2015

company logo

Senior Investment Advisory Compliance Analyst at

Lpl Financial And Uvest Financial Services

October 2009 - September 2011

💼

CFA Global Investment Research Challenge Team Member/Participant at

Uncc Team Member Cfa Global Investment Research Challenge

November 2010 - February 2011

company logo

Anti-Money Laundering Analyst at

LPL Financial

January 2008 - November 2009

company logo

Risk/Surveillance Analyst at

LPL Financial

March 2007 - January 2008

company logo

Police officer at

Arlington County Police

January 2005 - September 2006

Logos provided by Logo.dev

Adam Schorr

Education

University of North Carolina at Charlotte - Belk College of Business, Masters

January 2010 - January 2011

N. Virginia Criminal Justice Academy, Va Certificate Of Law Enforcement

January 2005 - January 2005

Emory University, Ba

January 2000 - January 2004

Frequently Asked Questions about Adam Schorr

What is Adam Schorr email address?

Adam Schorr's primary email address is ***********@lpl.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Adam Schorr work for?

Adam Schorr is a Chief Financial Officer at Private Advisor Group, a company specializing in Functions related to depository banking.

Where Adam Schorr graduated from?

Adam Schorr holds a degree in Mba - Investment Management from University of North Carolina at Charlotte - Belk College of Business.

How can I directly contact Adam Schorr?

To contact Adam Schorr directly, you can use the email address ***********@lpl.com. Complete contact information is available upon registration with Muraena.

Who is Adam Schorr?

Adam Schorr is a transformational leader with extensive experience in finance and strategic operations. Currently serving as the Chief Financial Officer at Private Advisor Group, he has a strong background in equity valuation and financial reporting. Adam has held senior leadership roles at LPL Financial, where he was instrumental in building technology strategies and leading teams through organizational changes. His ability to foster engaged teams and build relationships with C-Suite executives has consistently generated value for customers and shareholders alike. With a solid educational foundation, including an MBA in Investment Management, Adam combines analytical skills with practical experience to drive results. He is also a licensed FINRA professional, showcasing his commitment to compliance and regulatory standards. Adam's diverse career path reflects his adaptability and dedication to excellence in the financial sector.

Adam`s contact details

mail

***********@lpl.com

***********@privateadvisorgroup.com

Colleagues

avatar
Frank Smith

Chief Executive Officer

avatar
Crcp Jim Hooks

Managing Director, Chief Compliance Officer

avatar
Jim Perhacs

Chief Operating Officer

avatar
Cfp John Hyland

Chair of The Board of Directors

View Contact details (it's free)
Request Profile Removal