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Atria Wealth Solutions Expands Executive Team Again

December 20, 2018

NEW YORK--(BUSINESS WIRE)--Dec 20, 2018--Atria Wealth Solutions, Inc. (Atria), a modern wealth management solutions holding company, announced today two key additions to its executive management team – John Picone as Head of Investment Solutions and Sean Meighan as Head of Advisory Services.

As Head of Investment Solutions, Picone will oversee the investment product menu and selection process as well as product sponsor relationships enterprise-wide. His vast knowledge across a wide spectrum of investment products, coupled with his team of product specialists, will support the advisors and programs of Atria’s subsidiaries in their efforts to deliver superior and suitable investment solutions to their clients. Prior to joining Atria, Picone was a Managing Director at Morgan Stanley and served in the United States Marine Corps.

As Head of Advisory Services, Meighan will manage the advisory services platform across Atria’s subsidiaries – working closely with advisors and cultivating opportunities and solutions with strategic partners to enhance and complement existing managed account offerings. Previously, Meighan served as Vice President, Advisory Sales, Consulting and Platform Development, at Lincoln Financial Network (LFN), including its subsidiary broker-dealers, where he oversaw sales and strategic planning for LFN’s wealth management initiatives.

“Providing outstanding products and solutions to advisors and financial institutions to extend to their clients is paramount in the wealth management industry. We are steadfast in presenting a variety of comprehensive product and relationship options to serve investment clients from every perspective,” said Doug Ketterer, Atria’s CEO and Founding Partner. “John and Sean will work closely together to assist advisors in growing assets, expanding practice expertise, and adding demonstrable value to their portfolio of offerings. This is an exciting time at Atria and they are excellent additions to our management team.”

About Atria Wealth Solutions, Inc.

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for advisors and their clients. Headquartered in New York City, Atria’s subsidiaries empower financial institutions and independent advisors with a sophisticated set of tools, services, and capabilities that drive growth. Atria’s subsidiaries include Cadaret, Grant & Co., Inc., CUSO Financial Services, L.P., and Sorrento Pacific Financial, LLC, which together support over 1,400 financial advisors with more than $50B of assets under administration. For more information, please visit www.atriawealth.com

View source version on businesswire.com:https://www.businesswire.com/news/home/20181220005447/en/

CONTACT: Media:

Atria Wealth Solutions

Robert Holcomb

Chief Marketing Officer

(858) 530-4493

bob.holcomb@atriawealth.com

KEYWORD: NEW YORK UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: BANKING PROFESSIONAL SERVICES FINANCE

SOURCE: Atria Wealth Solutions, Inc.

Copyright Business Wire 2018.

PUB: 12/20/2018 09:25 AM/DISC: 12/20/2018 09:30 AM

http://www.businesswire.com/news/home/20181220005447/en

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