Atria Wealth Solutions Adds Key Executives for Growth Plans
Atria Wealth Solutions
December 13, 2018
NEW YORK – December 13, 2018 – Atria Wealth Solutions, Inc. (Atria), a modern wealth management solutions holding company, today announced two key additions to its management team – Robert Holcomb as Chief Marketing Officer and Kaitlin Connor as Head of Digital Solutions.
“As we enter an important growth phase of our firm, the story of how we’re doing things very differently from others in our industry and the value behind our ideas needs to be told. At the same time, our rollout timeline for digital technology is ambitious and we are at a pivotal juncture to drive the industry forward. Bob and Kate are critical and welcome additions to our team,” said Eugene Elias, COO and Founding Partner of Atria Wealth Solutions.
In the role of Chief Marketing Officer, Holcomb will be responsible for brand strategy, public web properties, corporate communications, public relations initiatives, and event planning across Atria and its subsidiaries. In addition, he will also oversee creative direction, corporate messaging, recruiting marketing efforts, and advisor marketing strategies.
“Our focus is on delivering an extraordinary experience to advisors and their clients. Bob is the right person to tell our story and explain how we are unique in the current broker/dealer landscape — and do so in an impactful way,” Elias said.
Holcomb has over 20 years of experience in the financial services industry, primarily in leadership roles. In 2004, he founded Greenbook Financial Services, a marketing system and planning methodology for advisors. He also served as President of First Allied Wealth Management, where his responsibilities included asset management, insurance, retirement services, strategy and marketing.
As Head of Digital Solutions, Connor will be responsible for launching and managing new digital programs for advisors. Connor has extensive experience in digital product management and development, specifically in the financial services sector. Her expertise in product conception and consumer trends will benefit Atria’s subsidiaries through the development of sophisticated digital tools that are optimized for business development.
“I am passionate about an approach to product development that is user-focused, iterative, and innovative. I’m thrilled to join Atria’s growing technology leadership team and look forward to creating an unmatched experience for advisors that is superior from a user experience perspective,” Connor said.
Before joining Atria, Connor was Senior Product Manager, The Customer Office, for Prudential Financial, Inc. In this role, she focused on ideation, strategy and long-term product blueprints for Prudential’s digital brokerage and robo-advisory platform.