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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.

Leadership.

Doug Ketterer

Doug Ketterer

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.

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.


Kevin Beard

Kevin Beard

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.


Executive Team.

Amy Beattie

Amy Beattie

Chief Operating Officer and Co-Founder | CUSO Financial Services and Sorrento Pacific Financial

Brian Bichler

Brian Bichler

Head of Platform Experience | Atria

Jeff Crystal

Jeff Crystal

Head of Recruiting | Atria

Travis Grimm

Travis Grimm

Head of Program Management | Atria

Bob Holcomb

Bob Holcomb

Chief Marketing Officer | Atria

Barry Knight

Barry Knight

President | NEXT Financial Group, Inc.

Sean Meighan

Sean Meighan

Head of Advisory Services | Atria

Jim Miller

Jim Miller

Head of Operations | Atria

Brian Nelson

Brian Nelson

Head of Practice Management | Atria

John Picone

John Picone

Head of Investment Solutions | Atria

John Reinhardt

John Reinhardt

Chief Technology Officer | Atria

Valorie Seyfert

Valorie Seyfert

President, CEO, and Co-Founder | CUSO Financial Services and Sorrento Pacific Financial

Patricia Solfaro

Patricia Solfaro

General Counsel | Atria


Atria unites high-integrity firms within one forward-thinking vision.

For Financial Institutions

CUSO Financial, An Atria Company Sorrento Pacific, An Atria Company

For Financial Advisors

Cadaret Grant, An Atria Company Sorrento Pacific, An Atria Company NEXT, An Atria Company

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