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AtriaWealth

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

Industries

Finance

Headquarters

New York, United States

Employees

11-50

Links

Org chart

Doug Ketterer
CEO & Founding Partner

Doug Ketterer

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Eugene Elias
COO & Founding Partner
Kevin Beard
Chief Growth Officer & Founding Partner
Valorie Seyfert
President, CFS & SPF
Barry Knight
President, NEXT Financial Group, Inc.
Don Bizub
President, Western International Securities
Randy L. Meadows
President, SCF Securities
Brian Bichler
Head of Platform Experience, Atria
Travis Grimm
Head of Program Management, Atria
Bob Holcomb
Chief Marketing Officer, Atria
Jason Lewis
Co-Head of Operations, Atria
Sean Meighan
Head of Advisory Services, Atria
Kevin Mummau
Chief Relationship Officer, CUSO Financial Services and Sorrento Pacific Financial
Brian Nelson
Head of Practice Management, Atria
John Picone
Head of Investment Solutions, Atria
John Reinhardt
Chief Technology Officer, Atria
Leon Johnson
Chief Information Security Officer, Executive Director

Teams

+7

Leadership Team

10 members

+3

Program and Operations Management

6 members

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