NEW YORK – February 7, 2019 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced today that it has hired Brian Nelson as Head of Practice Management at Cadaret, Grant (an Atria subsidiary company).
Nelson is charged with designing, developing and implementing the newly-established practice management division at Cadaret, Grant. This new division will focus on providing advisors with the tools and resources to support their growth and optimize their practices.
“In today’s environment, it is essential that we bring the totality of wealth management services to our advisors in order to help position them as competitively as possible,” said Doug Ketterer, Cadaret, Grant’s CEO and founding partner of Atria. “It is not just about technology, a product, a process, marketing, etc. It is how all of the pieces fit together in a way that makes sense to the individual advisor and allows them to engage and utilize all of these services to their fullest potential. We are laser-focused on this approach and are extremely excited to have Brian lead this effort for us.”
Nelson has over 20 years of experience coaching hundreds of financial advisors and teams, and helping them build, grow, and transition successful practices in an increasingly complex business environment.
Nelson founded Pratica Consulting, an independent, third-party consulting firm that specialized in advisor practice management, strategic consulting, and sales strategy. He previously held executive leadership roles at Advisor Group, Fidelity Investments, and Pioneer Investments.
About Atria Wealth Solutions, Inc.
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for advisors and their clients. Headquartered in New York City, Atria’s subsidiaries empower financial institutions and independent advisors with a sophisticated set of tools, services, and capabilities that drive growth. Atria’s subsidiaries include Cadaret, Grant & Co., Inc., CUSO Financial Services, L.P., and Sorrento Pacific Financial, LLC, which together support over 1,400 financial advisors with more than $50B of assets under administration. For more information, please visit www.atriawealth.com.