Atria Wealth Solutions Appoints John Reinhardt as Chief Technology Officer

Atria Wealth Solutions

August 23, 2018

Atria Wealth Solutions, a modern wealth management solutions holding company, today announced it has hired John Reinhardt as Chief Technology Officer. He will be responsible for managing the evolution of Atria’s technology platform as the firm continues to enhance and build new technology capabilities to better serve advisors and their clients.

Reinhardt has more than 20 years of experience serving in technology management roles in financial services. His deep understanding of wealth management technology coupled with execution expertise, will help ensure Atria’s subsidiaries offer the most competitive and efficient platform in the industry.

“Today, any company, regardless of industry, is required to be a technology company. Those which fail to prioritize technology are essentially not competing,” said Reinhardt. “I am excited to join a firm that leads and invests in technology to drive one of the most powerful offerings in the industry. Atria recognizes the rapid change taking place in wealth management due to evolving demographics, changing expectations and one of the greatest transfers of wealth in our history, and is committed to providing advisors with capabilities that empower them and grow their businesses.”

“The addition of John to the Atria executive team demonstrates our dedication to investing in the superior talent and resources that will propel us forward,” said Eugene Elias, COO and Founding Partner of Atria Wealth Solutions. “We view technology as a sophisticated mechanism to provide advisors and clients with outstanding service. With that in mind, we are fiercely committed to building the best platform, and therefore providing the best service, in the marketplace for both advisors and financial institutions.”

Prior to joining Atria, Reinhardt served as Director of Information Systems at Stifel Financial SF, -1.38% In this role, he was responsible for implementing organizational procedures and overseeing the department which encompassed application development, testing, project portfolio delivery and production support for the entire firm. Prior to Stifel Financial, Reinhardt held senior technology roles at Barclays Wealth America, Lehman Brothers and Neuberger Berman.

In addition to Reinhardt, Atria recently announced three senior-level hires; Matthew Bassuk joined as National Director of Recruiting for the Independent Advisor Channel, Brian Bichler as Head of Platform Experience, and Travis Grimm as Head of Program Management.

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