An industry veteran who knows how to grow. Kevin is responsible for the firm’s overall growth and acquisition strategy and financial professional recruitment. Kevin has more than 20 years of experience in the independent broker-dealer (IBD) industry. Before founding Atria, he led the Recruiting and Acquisition Strategy division for AIG Advisor Group, where he developed …
Execution that comes from experience. Eugene has more than 20 years of experience in wealth management, leading businesses, technology and operations. He has focused his entire career on deepening the relationship between advisors and technology, empowering them to become more efficient and equipping them with the tools they need to grow their practices. In 2017, …
Doug has over 30 years of experience in the wealth management industry. Before launching Atria in 2017, he spent most of his career at Morgan Stanley, where he successfully led the firm’s entire U.S. financial advisor and branch office network as the Head of Field Management and was responsible for its Private Wealth Management business, …
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Cadaret Grant & Co., Inc. (“Cadaret Grant”) is a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer or Registered Investment Advisor and does not provide investment advice. Cadaret Grant is a subsidiary of Atria.
100 Madison Street
Suite 1300
Syracuse, NY 13202
Call Us: 800.288.8601
Haven Tower Group
Julian Arenzon
424 317 4861
jarenzon@haventower.com
