Cadaret Grant Recruits Team with $1.1 Billion in Assets

The DI Wire | Staff

June 1, 2023

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.

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