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AtriaWealth

53 people · 0 jobs
‌

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
Collapse
Eugene Elias
COO & Founding Partner
Kevin Beard
Chief Growth Officer & Founding Partner
Barry Knight
President, NEXT Financial Group, Inc.
Don Bizub
President, Western International Securities
Travis Grimm
Head of Program Management, Atria
Brian Nelson
Head of Practice Management, Atria
John Reinhardt
Chief Technology Officer, Atria
TH
Ted Horwith
Managing Director & Broker Dealer Chief Financial Officer
RT
Ryan Tingey
Executive Director
Christopher Herrel
Executive Director Head Of Supervision
Danielle Taylor
Executive Director, Head Of Human Resources
JM
Juan Carlos Mendez
Vice President - Platform Experience
Kevin Mummau
Chief Relationship Officer, CUSO Financial Services and Sorrento Pacific Financial
Christopher Monk
Executive Director, Head Of Strategic Partnerships And Product Strategy
William Morrissey
Managing Director And Head Of The Independent Channel
Amanda Candelmo Hawley
Managing Director - General Counsel
Kathy Comerford
Executive Director

Teams

+6

Leadership Team

10 people · 0 jobs

Program and Operations Management

4 people · 0 jobs

Offices

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