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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Lawrence N. Passaretti

CEO, Chief Investment Officer and Managing Director

(800) 634-3695

(631) 439-4604

Lawrence N. Passaretti is CEO, Chief Investment Officer and Managing Director of PPS Advisors, Inc. and founder of the Premier RIA Network. Larry has over 30 years of financial and investment planning experience.

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Gus serves as Chief Operating Officer and Chief Compliance Officer for PPS Advisors Inc. He is responsible for providing leadership and implementing the strategic plans of the firm. Gus also ensures that PPS meets its requirements with...

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Before joining PPS as Director of Investments, Cliff was a Partner and Portfolio Manager of Carryl Capital Management (CCM), a growth-equity hedge fund, from 2012-2014. His responsibilities included stock selection and portfolio...

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David J. Mottes

Director of Business Development l Chief Compliance Officer

631-439-4600 ext. 360

David joined PPS Advisors in June 2012 as Director of Business Development. His responsibilities include; the researching and implementing of new technologies to better serve our clients and the implementing new programs. David’s...

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