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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

Leadership Team

10 members

Program and Operations Management

6 members

Offices

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