Home Alts News Cadaret Grant Recruits Team with $1.1 Billion in Assets

Cadaret Grant Recruits Team with $1.1 Billion in Assets

Atria Wealth Solutions Inc., a wealth management solution holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant.

Managing nearly $1.1 billion in total client assets, Atria says they will be an independent wealth management team associated with Cadaret Grant’s largest branch, American Investment Planners, based in Jericho, New York.

Milner, Palacios and Kurz provide comprehensive financial planning, retirement and private wealth management services to high-net-worth individuals, businesses and foundations.

“Our business is built on open and honest relationships with our clients, and we owed it to them to offer more robust investment solutions and better technology while still providing the tailored high-touch service they are accustomed to,” said Laura Palacios, senior financial advisor and executive vice president.

Atria Wealth SolutionsInc., headquartered in New York City, is a wealth management solutions holding company that 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.

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