We began in the future.
Our ideas grew in a bustling Manhattan atrium, thinking about a world that’s changing faster than ever—and what it means for wealth management. Knowing that the big firms were too monolithic to move fast enough, and the boutiques just didn’t have the resources, we saw the need for a different approach. One built from the ground up to enrich the relationships of financial advisors and their clients.
This belief—in the profound value of the advisor-client connection—is what sets us apart. It’s why we work tirelessly to make our technology more capable—and more customized. Provide support from industry experts and thought leaders. And stay reachable, relatable, and always seeking the input of advisors working the day to day.
The future is here.
Welcome to Atria.
Chief Executive Officer and Founding Partner
The vision and influence to advance an industry.
Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.
Eugene Elias, Jr.
Chief Operating Officer and Founding Partner
Execution that comes from experience.
Starting out as a financial advisor, and continuing as a wealth management executive over the last 20 years, Eugene knows first-hand the challenges—and opportunities—created by a world of ever-changing technology. It’s this keen understanding and openness to new ideas that’s lead him to make the advisor-client connection a central focus of Atria digital solutions. Always looking forward, Eugene expertly translates vision into action at Atria every day.
Chief Growth Officer and Founding Partner
An industry veteran who knows how to grow.
With over 20 years of experience bringing wealth management firms and advisors together, Kevin understands what it takes to create successful business relationships. Keeping an eye on the changing needs of advisors and clients, Kevin ensures Atria is continually geared for growth.
Chief Operating Officer and Co-Founder | CUSO Financial Services and Sorrento Pacific Financial
Head of Platform Experience | Atria
Head of Recruiting | Atria
Head of Program Management | Atria
Chief Marketing Officer | Atria
President | NEXT Financial Group, Inc.
Head of Advisory Services | Atria
Head of Operations | Atria
Head of Practice Management | Atria
Head of Investment Solutions | Atria
Chief Technology Officer | Atria
President, CEO, and Co-Founder | CUSO Financial Services and Sorrento Pacific Financial
General Counsel | Atria