Bringing you live news and features since 2006 

Atria Wealth Solutions expands management team


Atria Wealth Solutions, a wealth management solutions holding company, has made a number of strategic hires to continue its rapid growth, appointing Matthew Bassuk as National Director of Recruiting, Brian Bichler as Head of Platform Experience and Travis Grimm as Head of Program Management.

The appointments follow Atria’s acquisition of two broker-dealers, CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF), and Atria’s agreement to acquire a third broker-dealer, Cadaret, Grant & Co, which will solidify the firm’s national presence and multi-channel (independent advisors and financial institutions) offering.
The expansion of Atria’s leadership team illustrates its commitment to build a differentiated and industry-leading partnership for advisors, financial institutions and their clients/members.
“I’m proud to say that today Atria is one of the most competitive and powerful offerings in the wealth management industry,” says Doug Ketterer, CEO and Founding Partner of Atria Wealth Solutions. “Advisors and financial institutions are attracted to our deep wealth management experience, personalised approach, commitment to choice, and the sophisticated solutions we provide that are typically reserved for large scale organisations. We are excited to have added Matthew, Travis and Brian to the team. Their vast industry experience, deep-seated relationships and shared vision for the future will help our subsidiaries serve their clients well and continue their growth trajectory.”
Prior to joining Atria, Matthew Bassuk was the Senior Vice President and Head of Recruiting at Cetera Financial Group. In his role at Atria, Bassuk will be responsible for attracting and recruiting passionate, high quality advisors to Atria’s subsidiary companies.
Brian Bichler joins the team as Head of Platform Experience. Bichler will oversee the design and delivery of an integrated and optimized user experience, across channels and through each stage of the financial advisor practice lifecycle. Travis Grimm joins as Head of Program Management where he will lead program management, business analysis and project execution.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Thomas Bonville, Clear Street
Just over a year ago, Thomas Bonville joined New York-based, prime brokerage Clear Street as managing director, head of derivative...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by