Tag: Doug Ketterer
Atria Taps Former LPL Managing Director to Lead Independent Channel
Atria Wealth Solutions Inc., a wealth management solutions holding company, has named former LPL Financial senior executive William P. Morrissey Jr., as head of...
Atria Wealth Solutions Adds General Counsel to Executive Team
Atria Wealth Solutions, Inc. (Atria), a wealth management holding company, has hired Patricia Solfaro as general counsel.
In this executive management role, Solfaro will focus...
Atria Wealth Solutions to Acquire NEXT Financial
Atria Wealth Solutions Inc., a wealth management holding company with subsidiaries that serve independent financial advisors and financial institutions, has agreed to acquire NEXT...
Atria Wealth Solutions Acquires Cadaret Grant
Atria Wealth Solutions, a wealth management holding company, has closed the acquisition of Cadaret, Grant & Co. Inc. The terms were not disclosed.
Founded in...
