Cadaret Grant Recruits Team with $1.1 Billion in Assets
The DI Wire | Staff
June 1, 2023
Atria Wealth Solutions Inc., a wealth management solution holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant.
Managing nearly $1.1 billion in total client assets, Atria says they will be an independent wealth management team associated with Cadaret Grant’s largest branch, American Investment Planners, based in Jericho, New York.
