Kevin Beard Named Top Financial Professional in the U.S.
NEW YORK — December 13, 2023 — InvestmentNews has unveiled its prestigious 2023 Hot List, celebrating the industry’s best and brightest professionals who stand out not only for their exceptional accomplishments but also for their commitment to supporting underserved groups and the next generation of wealth professionals.
This year, InvestmentNews recognized Kevin Beard, Chief Growth Officer and Founding Partner at Atria for his outstanding contributions to the financial services industry and his passion for continuous learning and innovation.
“I am excited about the future of wealth management and what we’re accomplishing here at Atria,” says Beard. “This period has been especially thrilling, rich with opportunities for learning and innovation.”
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About Atria Wealth Solutions, Inc.
Atria Wealth Solutions, Inc. (Atria), headquartered in New York City, is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Atria’s broker-dealer and RIA subsidiaries, located throughout the U.S., empower independent financial professionals and financial institutions with a sophisticated set of tools, services and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit atriawealth.com.
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