Atria Wealth Solutions Expands Management Team

Atria Wealth Solutions

June 19, 2018

NEW YORK–(BUSINESS WIRE)–Atria Wealth Solutions, a modern wealth management solutions holding company, today announced it has made several strategic hires to continue its rapid growth, appointing Matthew Bassuk as National Director of Recruiting, Brian Bichler as Head of Platform Experience and Travis Grimm as Head of Program Management. The announcement follows Atria’s acquisition of two broker-dealers, CUSO Financial Services, L.P. (“CFS”) and Sorrento Pacific Financial, LLC (“SPF”), and Atria’s agreement to acquire a third broker-dealer, Cadaret, Grant & Co., Inc., which will solidify the firm’s national presence and multi-channel (independent advisors and financial institutions) offering.

The expansion of Atria’s leadership team illustrates its commitment to build a differentiated and industry-leading partnership for advisors, financial institutions and their clients/members.

“I’m proud to say that today Atria is one of the most competitive and powerful offerings in the wealth management industry,” said Doug Ketterer, CEO and Founding Partner of Atria Wealth Solutions. “Advisors and financial institutions are attracted to our deep wealth management experience, personalized approach, commitment to choice, and the sophisticated solutions we provide that are typically reserved for large scale organizations. We are excited to have added Matthew, Travis and Brian to the team. Their vast industry experience, deep-seated relationships and shared vision for the future will help our subsidiaries serve their clients well and continue their growth trajectory.”

Prior to joining Atria, Matthew Bassuk was the Senior Vice President and Head of Recruiting at Cetera Financial Group. In his role at Atria, Bassuk will be responsible for attracting and recruiting passionate, high quality advisors to Atria’s subsidiary companies.

Brian Bichler joins the team as Head of Platform Experience. Bichler will oversee the design and delivery of an integrated and optimized user experience, across channels and through each stage of the financial advisor practice lifecycle. Travis Grimm joins as Head of Program Management where he will lead program management, business analysis and project execution.

Today’s announcement builds upon the momentum Atria has generated over the past year including its recent multimillion dollar investment in its award-winning dataVISION® financial advisor and client/member platform.

About Atria Wealth Solutions

Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company designed specifically for today’s advisors and their clients. Headquartered in New York City, Atria’s core mission is to empower its subsidiaries’ financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. Atria’s subsidiaries include FINRA member broker-dealer and registered investment advisor firms CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC. For more information, please visit