Broker Check

A New Year, A New Feel, A Reboot For PCG – Welcome, 2021

| March 05, 2021
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Looking back, 2020 marked a year none of us might not forget. We concur, here at PCG, but 2020 gave us good reason to rethink and rework our company to better serve you, our valued clients.

December 21, 2020, PCG hosted a Town Hall, inviting our team members to openly contribute and convey improvements and enhancements they wanted to action and implement in the new year. We rallied with an energized, collaborative spirit and welcomed 2021 with a REBOOT initiative. While our mission remains true to the heart of our business, we have restructured internally and have refocused our business plan centrally dedicating our commitment to you.

Our efforts to grow and improve are synergistic. We recognize this and have assembled our team of special forces to lead the charge for a reset of a motivated, engaged and innovative PCG.

Julie Lisischeff, after years of being the go-to-for-everything-person at PCG, has more than earned the role of Director of Operations. And as the title suggests, Julie is hands-on and is crucial to successful business functions, including human resources, company structuring, marketing and the all-important client servicing. The brains behind the new way of thinking at PCG, Julie spearheads efforts to improve our market footprint, including testing and introducing cutting edge technological tools and creating a workplace that encourages our folks to call on their talents and put them in play. Never seeking a pat on the pack, her feel-good moments come from witnessing her colleagues succeed. Have a question? Ask Julie. She answers or gets you the answers. To sum up, she’s our PCG guru.

Amy Miller has loaded her cannon, beginning as a financial advisor and now to her most recent appointment as Director of Wealth Management and Financial Planning. Client connection may be Amy’s favorite part of her job, but her far-reaching skills benefit PCG clients and its team of employees alike. She masterfully works one-on-one with clients in addition to directing and managing the firm’s financial planning program. When speaking with Amy, you’d never know she wears so many hats. She’s as cool as they come.

With our owner and principal, Ben Kille, Julie and Amy comprise PCG’s enterprising and knowledgeable leadership team. Each draws on his or her expertise to guide our crew and steer us to helping you achieve your financial goals.

Speaking of our crew, we have embraced an inclusive approach to developing our departmental performance. While we aimed to provide direction and defined roles, we purposefully custom-built a dynamic design to allow departments to work seamlessly with one another. As a result, skills were assessed and roles were tailored both to challenge our team players as well as make them shine.

In Operations, we will do cartwheels announcing that Samantha Powers has been named Operations Manager, a role suited for a superpower of organization and technological swagger. Sam was instrumental in helping PCG team members establish effective office setups in the abrupt shift to WFH in early 2020. A Mary Poppins of sorts, Sam’s tech proficiency can’t be mentioned without her flare. She doesn’t just get the job done, she does it with style. Her creativity is on display throughout the work week as Sam provides the attention-grabbing backdrop when PCG meets regularly to share, teach and thinktank a bit. And maybe best of all, Sam has a solution for very tech issue you face. Have no fear, Samantha is here.

In Client Services, the dive-headfirst attitude of Danielle Chouinard landed her as Client Relationship Manager, atop a well-equipped squad of specialists. Danielle’s knowledge of our custodians and their practices as well as her ability to communicate with our various service providers has proved indispensable to PCG. As department head, Danielle will eagerly serve as our go-to training resource, driven to stay in-the-know and be ahead of the curve, as client services plays a constant re-education game because requirements change and new programs are implemented. And we’ll high-five her for earning a Connecticut Life, Accident and Health or Sickness, Credit, Travel Insurance license. You know, it was on her list of must-haves. We’re aiming to perfect client experience and, chances are, Danielle is behind the magic.

In Marketing, our newest department addition, we’ll cheer as finance-astute Chris Izmirlian merges his business development experience with project management as our Marketing Manager. Chris will act as the kingpin in our exciting and new marketing initiative promising to deliver a splashy new look and digital optimization to match our inspired spirit. Be on the lookout – this big-time project has you in mind. And our communications with you? They pass through Chris too. Hope you enjoy reading as much as we enjoy creating.

In Wealth Management, we are beaming to highlight our showstopper, Matt Pranaitis, as our Investment Analyst and Associate Advisor. Our resident bright and talented creator of investment strategies is on the fast track to rising the ranks as he has already earned a Series 65 (Investment Advisor Representative) license and Connecticut Life, Accident and Health or Sickness, Credit, Travel Insurance license.  To wow us even more, Matt is a Level III candidate in the most highly respected and competitive Chartered Financial Analyst program. Matt’s a gold-star standout, driven to max out the market’s capabilities and overdeliver to you, our clients.

Brimming with pride, we could go on, but we’ll stop here for now. We have a handful of yet-to-be-named worker bees whose skills sets have orchestrated PCG’s business operating power and have helped to build our one team with one purpose. Great things are in the cooker at PCG, which will ultimately benefit the reason we’re here doing what we do – you. Welcome, 2021, we’re ready and excited for our future.

Well wishes from our team to you and those close to you. Enjoy your weekend!

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Capital Group, LLC (“PCG”), or any non-investment related content, made reference to directly or indirectly in this communication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Information contained in this communication is based on data gathered from what we believe are reliable sources. It is not guaranteed by PCG as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. Further, you should not assume that any discussion or information contained in this communication serves as the receipt of, or as a substitute for, personalized investment advice from PCG. To the extent discussed herein, investment indices are unmanaged and cannot be purchased directly. Historical performance results for investment indexes and/or categories are included for informational purposes only and generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the US stock market. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  PCG is neither a law firm nor a certified public accounting firm and no portion of the communication should be construed as legal or accounting advice.  A copy of the PCG’s current written disclosure Brochure discussing our advisory services and fees is available upon request.
Please Note:  If you are a PCG client, please remember to contact PCG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  PCG shall continue to rely on the accuracy of information that you have provided.
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