Professionals Alliance Group Meet the PAG Team

Peter Cadaret, Head of the Sales and Marketing with Aurum Capital 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 Aurum Capital Asset Management, Peter was employed by CIBC World Markets Corp. and its predecessors where he held the position of National Sales Manager for Aurum Capital 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.

BS, Northeastern University in Boston, MA

Jason Betley is a Managing Director of Sales and Marketing with Aurum Capital Asset Management, in which capacity he works with Aurum Capital’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 Aurum Capital’s Financial Advisors and their clients on the design, implementation, and monitoring of investment strategies at the firm.

Prior to joining Aurum Capital 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.

Daniel Mullen is an Executive Director with Professionals Alliance Group, a division of Aurum Capital Prior to joining Professionals Alliance Group, Mr. Mullen was a member of Aurum Capital Asset Management Sales & Marketing. Prior to joining Aurum Capital 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.