Atria BD Adds Former Signature Bank Advisors With $1B
ThinkAdvisor | Jeff Berman
June 1, 2023
Atria Wealth Solutions said Wednesday it recruited an advisor team managing almost $1.1 billion in client assets from Flagstar Bank, the New York Community Bank subsidiary that recently bought almost all of failed Signature Bank’s deposits and $38.4 billion of its assets.
The three-person advisor team — made up of Edwin Milner, Laura Palacios and Jason Kurz — will be an independent wealth management team associated with Cadaret Grant’s largest branch, American Investment Planners, based in Jericho, New York, on Long Island.
Milner, Palacios and Kurz provide comprehensive financial planning, retirement and private wealth management services to high-net-worth individual investors, businesses and foundations.