Wealth management holding company whose subsidiaries provide innovative tools and a flexible business structure to help advisors retain and grow relationships.

Finance

AtriaWealth

AtriaWealth's headquarters in New York, NY, United States

Doug Ketterer

Eugene Elias

Joel Triemstra

Marquita S.

Ted Horwith

Mary Simonson

Randy L. Meadows

Bob Holcomb

Valorie Seyfert

Ryan Tingey

John Reinhardt

Don Bizub

Barry Knight

The Leadership Team at AtriaWealth is responsible for setting the strategic direction of the company, fostering innovation, and ensuring effective collaboration among its subsidiaries. Comprising experienced executives from various sectors of wealth management, this team drives growth initiatives, enhances operational efficiencies, and promotes a culture of excellence to support advisors in building and maintaining client relationships. Their leadership is vital in aligning AtriaWealth’s vision with the evolving needs of the financial advisory landscape.

Leadership Team

The Program and Operations Management team at AtriaWealth is responsible for overseeing and streamlining the implementation of strategic initiatives across the organization. They coordinate efforts to enhance practice management, improve operational efficiencies, optimize platform experiences, and develop innovative investment solutions, ensuring that advisors have the tools and support necessary to foster strong client relationships and drive growth.

Program and Operations Management

This department oversees human resources strategy and compliance, ensuring effective management of organizational talent and strategic services.

Human Resources Leadership

This department focuses on overseeing operational support services and managing data engineering initiatives.

Operations and Data

This department oversees the development and maintenance of software applications and IT infrastructure.

Application and Infrastructure

This department focuses on analyzing data and ensuring compliance with relevant regulations and operational standards.

AtriaWealth

Org chart

Teams

Leadership Team

Program and Operations Management

Human Resources Leadership

Operations and Data

Application and Infrastructure

Data and Compliance

Offices

AtriaWealth

Org chart

Teams

Leadership Team

Program and Operations Management

Human Resources Leadership

Operations and Data

Application and Infrastructure

Data and Compliance

Offices

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