Atria Wealth Solutions Announces Addition of UBS Team with Over $600 Million in Client Assets

Atria’s Cadaret Grant Welcomes 360° Wealth Management Group, Reflecting Strong Recruitment from Big Wall Street Firms

NEW YORK, August 30, 2022 /PRNewswire/ — Atria Wealth Solutions, Inc. (“Atria”), a wealth management solutions company, has announced the recruitment of a fast-growing team of UBS finance professionals, led by Anthony Mona and Joseph Mansour. Seasoned wirehouse breakaways bring more $600 million in clients’ assets as they partner with Michigan-based at OSJ Spartan Wealth Management, now $1.2 billion in the Assets Under Administration (AUA) practice affiliated with Atria Cadaret subsidiary Grant & Co., Inc.

Win reflects the experience of Atria’s management team in the Wirehouse segment

“The integration and launch of Anthony Mona and by Joseph Mansour UBS’s independent wealth management business truly reflects where our industry is heading and why we founded Atria,” said Doug Ketterer, CEO and Founding Partner of Atria.

Mr. Ketterer, who prior to co-founding Atria, previously led Morgan Stanley’s entire network of financial professionals and branches in the United States as head of field management and its private wealth management business focused on the ultra-high net worth, added, “Our management team has decades of experience in the wiring house industry, so we know how to meet the needs of these finance professionals as they transition into the independence and the ongoing support they demand for themselves and their clients. »

Mona said: “Having spent decades as an advisor to leading cabling companies, it became clear that independence was a better path for our business and our customers. The technology, service and support and Atria’s management team made Cadaret Grant the obvious choice for us as we sought a premium wealth management experience. Our clients’ expectations continue to rise. a company founded by former wirehouse executives, Atria was clearly the best choice for our company to partner with in order to meet and exceed these expectations.”

Go forward

Mona, who was named to the Forbes/SHOOK list of Best Wealth Management Advisors in the State Michigan every year since 2019, Mansoor and Wagner now have full access to the full suite of modern tools available through Atria’s brokerage subsidiaries, including Unio, Atria’s award-winning technology platform for finance professionals . Beyond its extensive capabilities, Unio integrates with Contour, a comprehensive paid consulting platform, and Clear1, an intuitive client portal and mobile app.

“Like so many other wiring agency consultants, Anthony and Joseph realize that their true value lies in their relationships with their clients – and that the benefits of independence will translate into a better future for their practices and their clients. “, said Kevin Beard, director of growth and founding partner of Atria. “We are thrilled to partner with Anthony and Joseph to help them achieve their ambitious growth goals.”

About Atria Wealth Solutions, Inc.

Atria Wealth Solutions, Inc. (Atria), headquartered in New York City, is a wealth management solutions holding company focused on charting a clear path into the future of financial advice for finance professionals, financial institutions and their clients. Atria’s broker affiliates, located across the United States, provide financial institutions and independent financial professionals with a sophisticated set of tools, services and capabilities that deepen client relationships and maximize the effectiveness of their practice.

Atria has six brokerage subsidiaries: Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., SCF Securities, Inc., CUSO Financial Services, LP and Sorrento Pacific Financial, LLC. Atria’s subsidiaries together support nearly 2,500 finance professionals and more $100 billion of assets under administration. For more information, please visit atriawealth.com.

About Cadaret Grant & Co., Inc.

Founded in 1985, Cadaret Grant & Co, Inc. is an independent wealth management firm serving more than 700 independent financial professionals nationwide from its headquarters in Syracuse, New York.

About Spartan Wealth Management

Founded in 2018 by Brian Mosallam, Steve Nofar, Esq.and Alexander Wagner, Spartan Wealth Management provides financial planning, investing, wealth management and insurance solutions to high net worth individuals. The company is based in Birmingham, Michigan, and its finance professionals are associated with Cadaret Grant. For more information, visit spartanwealth.com.

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SOURCEAtria Wealth Solutions

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