Philip Coniglio Email and Phone Number
Philip Coniglio work email
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Philip Coniglio personal email
Philip is a seasoned technology and information security executive with over 20 years of experience in the financial services industry. He is the President and CEO of AdvisorDefense, the premier RIA cybersecurity solution, crafted by seasoned RIA experts. He is also the Chief Information Security Officer of AdvisorAssist, a comprehensive strategic transition and risk management partner for entrepreneurial advisory firms.
Philip's mission is to be the vanguard of cybersecurity excellence, ensuring that organizations, regardless of size or resources, receive unparalleled protection. He leverages his expertise in security monitoring, business leadership, and information security engineering to define technology strategies, drive vendor management initiatives, implement risk management practices, and design robust information security programs. He has a proven track record of supporting the growth and success of leading RIA firms, such as Private Advisor Group and International Value Advisors, and was a finalist for the 2023 RIA Intel Awards' Industry Advocate of the Year.
Advisordefense
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President & Chief Executive OfficerAdvisordefense Jan 2024 - PresentNew York City Metropolitan AreaThe premier RIA cybersecurity solution, crafted by seasoned RIA experts. Clients include Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the United States.
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Chief Information Security OfficerAdvisorassist Jan 2024 - PresentMarshfield, Massachusetts, United StatesAdvisorAssist supports entrepreneurial advisory firms in establishing and protecting their business. We provide comprehensive strategic transition support for advisors in motion. For established firms, AdvisorAssist serves as a risk management partner to guide advisors through the "year in compliance". -
Board Member & AdvisorArchive Intel Sep 2024 - PresentArchive Intel is an AI-powered client communication archiving software platform designed for simplicity and precision. Seamlessly capture emails, iMessages, text messages, social media posts, websites, off-channel communications, and more. Meet regulatory obligations with ease through the power of artificial intelligence. -
Chief Information Security Officer / Chief Information OfficerPrivate Advisor Group Feb 2021 - Jan 2024New Jersey, United StatesOversaw the optimization of the company’s technology environment and ensured that our portfolio of technology solutions operated in a secure environment. This included managing PAG's technology and cybersecurity budget and leading a team of offshore developers who oversaw patent-pending web applications used internally and by PAG's community of 800 affiliated independent financial advisors across the country. Responsible for establishing and enforcing security policies, procedures, and architecture, and providing security awareness training to employees and PAG's community of affiliated advisors. Created and oversaw a technology and cybersecurity roadmap that enabled PAG's ability to scale from a technology and security perspective. My passion was deeply rooted in providing technology and cybersecurity consultations to PAG's community of 800 affiliated independent financial advisors across the country. This involved raising awareness around the need for cybersecurity and designing custom and cost-effective solutions tailored to the unique needs of individual practices, while demonstrating adaptability to create solutions for different needs. -
Chief Information Security Officer / Director Of Fund Operations / Officer Of Iva FundsInternational Value Advisers May 2009 - Feb 2021New York, New York, United StatesDeveloped and oversaw security policies, technology infrastructure, and fund operations, supporting the company's explosive growth from $100M to $20B in assets under management and from six to fifty employees. Managed IVA's technology and information security budget, directed the cybersecurity and technology department, and established a governance process and roadmap for implementing technologies, architectures, and system conversions. My success in managing cybersecurity and technology infrastructure, developing policies and procedures, and driving operational efficiencies supported IVA's growth and led to consistent satisfactory passing of regulatory audits and due diligence exams. -
Director - Investment Products & Managed AccountsMorgan Stanley Jun 2003 - May 2009Oversaw the administration of the group's investment products with over $500 billion in assets, including mutual funds, ETFs, offshore funds, 529 Plans, annuities, and insurance products. Managed the mutual fund availability, operational setup, and product lineup while leading the fund administration team. Developed web-based mutual fund sales tools for financial advisor and home office use. Designed a proprietary billing system to manage revenue sharing fees, networking fees, and no-load servicing fees, resulting in an annual revenue collection of over $50 million.
Philip Coniglio Skills
Philip Coniglio Education Details
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Rutgers UniversityEconomics
Frequently Asked Questions about Philip Coniglio
What company does Philip Coniglio work for?
Philip Coniglio works for Advisordefense
What is Philip Coniglio's role at the current company?
Philip Coniglio's current role is President & Chief Executive Officer.
What is Philip Coniglio's email address?
Philip Coniglio's email address is ph****@****nds.com
What schools did Philip Coniglio attend?
Philip Coniglio attended Rutgers University.
What skills is Philip Coniglio known for?
Philip Coniglio has skills like Mutual Funds, Cyber Security, Information Technology, Information Security, Network Administration, Operations Management, Series 63, Leadership, Series 7.
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