Atria’s Cadaret Grant Adds Former UBS Team with $600 Million in Client Assets
Cadaret Grant, an independent wealth management firm and subsidiary of Atria Wealth Solutions Inc., has recruited a team of former UBS financial professionals.
Cadaret Grant, an independent wealth management firm and subsidiary of Atria Wealth Solutions Inc., has recruited a team of former UBS financial professionals led by Anthony Mona and Joseph Mansoor, who oversee more than $600 million in client assets.
The wirehouse breakaways launched 360° Wealth Management Group and aligned with Spartan Wealth Management, a Michigan-based OSJ that now has $1.2 billion in assets under administration.
“The onboarding and launch of Anthony Mona and Joseph Mansoor’s independent wealth management business from UBS truly reflects where our industry is going and why we founded Atria,” said Doug Ketterer, Atria’s chief executive officer and founding partner.
Ketterer, who before co-founding Atria, previously led Morgan Stanley’s entire US financial professional and branch office network as head of field management and its ultra-high-net-worth focused private wealth management business, added, “Our executive team has decades of experience working extensively in the wirehouse segment, so we know how to meet the needs of these financial professionals when transitioning to independence and the ongoing support they demand for themselves and their clients.”
Atria has six broker-dealer subsidiaries: Cadaret Grant & Co. Inc., NEXT Financial Group Inc., Western International Securities Inc., SCF Securities Inc., CUSO Financial Services L.P., and Sorrento Pacific Financial LLC. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than $100 billion of assets under administration.
Established in 1985, Cadaret Grant & Co, Inc. is an independent wealth management firm serving more than 700 independent financial professionals nationwide from its headquarters in Syracuse, New York.
