Co-founded in 2017 by Morgan Stanley veterans Doug Ketterer and Eugene Elias and AIG Advisor Group’s Kevin Beard, Atria has grown quickly in its brief existence thanks to its backing from middle-market private equity firm Lee Equity Partners.
In November 2017, the firm closed its purchase of CUSO Financial Services and Sorrento Pacific Financial, a pair of San Diego, Calif.-based broker-dealers with around $30 billion in assets under administration. The Cadaret, Grant deal will be the firm’s second acquisition.
