AdvisorDefense

Philip Coniglio, President & CEO

Philip Coniglio is the founder and CEO of AdvisorDefense. With over two decades of experience, Philip has held senior leadership roles at prominent financial institutions. He currently serves as Chief Information Security Officer for AdvisorAssist and sits on the board of Archive Intel, an AI-powered client communication archiving, record keeping, and compliance software platform. Previously, he was the Chief Information Security Officer and Chief Technology Officer of Private Advisor Group, where he led enterprise-wide technology and cybersecurity strategy for one of the country’s largest RIA networks. Before that, Philip spent over a decade at International Value Advisers as Chief Information Security Officer and Director of Fund Operations, where he helped scale the firm’s infrastructure as it grew from $100M to $20B in AUM. His earlier career includes serving as Director of Investment Products & Managed Accounts at Morgan Stanley, overseeing over $500 billion in assets. Across every role, Philip has demonstrated a commitment to building practical, scalable, and secure solutions aligned with regulatory expectations and business growth.