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Professionals Alliance GroupMeet the PAG Team

Peter Cadaret
Name:

Peter Cadaret, CIMA

Title:

Managing Director, Oppenheimer Asset Management Inc.

Peter Cadaret, Head of the Sales and Marketing with Oppenheimer Asset Management, has worked in the financial services industry since 1996. He consults with individual and institutional clients on the design, implementation, management and monitoring of Investment strategies at the firm. Before he joined Oppenheimer Asset Management, Peter was employed by CIBC World Markets Corp. and its predecessors where he held the position of National Sales Manager for Oppenheimer Investment Advisors. Before joining CIBC World Markets Corp. he held comparable responsibilities at Morgan Stanley and J&W Seligman. Peter earned his Bachelor of Science degree from Canisius College and the Certified Investment Management Analyst (CIMA®) designation from the University of Pennsylvania, The Wharton School of Business.

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Jason Betley
Name:

Jason Betley

Title:

Managing Director

BS, Northeastern University in Boston, MA

Jason Betley is a Managing Director of Sales and Marketing with Oppenheimer Asset Management, in which capacity he works with Oppenheimer’s Financial Consultants along the West Coast to assist them in developing their Asset Management practices. Mr. Betley has been in the financial services industry since 2007. Mr. Betley consults with Oppenheimer’s Financial Advisors and their clients on the design, implementation, and monitoring of investment strategies at the firm.

Prior to joining Oppenheimer Asset Management, Mr. Betley was employed by Morgan Stanley Wealth Management, where he held the positions of GIS Regional Sales Director and Consulting Group Regional Director supporting the Southwest Region. Before joining Morgan Stanley in 2014, Mr. Betley held comparable positions at Causeway Capital Management as well as Natixis Global Asset Management. Mr. Betley earned his Bachelor of Science degree from Northeastern University in Boston, Massachusetts.

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Daniel Mullen
Name:

Daniel Mullen

Title:

Executive Director

Daniel Mullen is an Executive Director with Professionals Alliance Group, a division of Oppenheimer & Co. Inc. Prior to joining Professionals Alliance Group, Mr. Mullen was a member of Oppenheimer Asset Management Sales & Marketing. Prior to joining Oppenheimer in April 2003, Mr. Mullen held similar positions at CIBC World Markets Corp. since 2001. He has been in the financial services industry since 2001.

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