Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and INSIGHT PRIVATE ADVISORS LLC are not affiliated companies.
BUSINESS CONTINUITY PLAN
Investments through PKS or RIA are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
© 2018 Insight Private Advisors LLC. All rights reserved.
Pat has served Insight Private Advisors as Chief Compliance Officer since its founding in 2014. She joined Insight Financial Services in January of 2006 as the company’s Operations Manager. Prior to that, Pat was the Program Manager for the National Exchange Carrier Association. She also held roles as both Billing and Support Manager and Tax Manager at AT&T. Pat holds FINRA Series 7, 6 and 24 registrations through PKS Investments. Pat received her Bachelor of Arts degree in business and economics from Rutgers University. She currently resides in Bridgewater, NJ.
Chief Compliance Officer