Wealthtech Executive Moves: Atria Adds Former LPL Financial Divisional President

Digital Wealth News

December 1, 2022

Smarsh hires new CFO and Chief People Officer; Atria brings on Tech-Friendly Head of Independent Channel

The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces.

Atria Wealth Solutions announced the appointment of William “Bill” Morrissey, Jr. to the newly created role of Managing Director and Head of Independent Channel. Morrissey told Digital Wealth News that Atria’s tech stack and development approach significantly influenced his decision to join the firm.

“I’ve seen how legacy programs work and are adjusted to fit our financial professionals’ evolving needs. All too often, that process is like fitting a square peg into a round hole,” he said. “However, that’s not the case at Atria. I’ve found the way the development team utilizes advisor feedback to be unique in the industry. Their intentional feedback loop yields easier-to-use, specified, integrated products, like the award-winning Unio and Clear1 platforms.”

“By carefully listening to our financial professionals in the field, we will continue to create technology solutions that deliver today and into the future,” he said.

Read the full article at Digital Wealth News