| Name | Title | Contact Details |
|---|---|---|
Jessica Cary |
Sr. AVP, Payment Operations & Deposit Compliance | Profile |
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their 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. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.
Jtm Investments is a Charlotte, NC-based company in the Financial Services sector.
Sionic is a global consulting firm specialising in financial services. Our purpose is to accelerate the business, technology and people performance of our clients and to have a positive impact on our society. We are expert-led specialists across banking, asset and investment management, financial markets infrastructure, wealth management, insurance and reinsurance. We offer multi-disciplinary, multi-capability expertise across six core areas: business strategy, operational excellence and improvement, technology transformation and digitisation, international regulatory compliance, risk, finance and control, leadership, talent and cultural transformation. Our main offices are in New Jersey, Toronto and London and we have 300+ staff based across North America, Europe and Asia. We offer a unique blend of subject matter expertise, senior industry experience and specialism in transformation and change with a commitment to deliver measurable value. We are straight-forward, adaptable and outcomes-focused. We build affinity, work with integrity and we always do what is right for our clients. As a global team, we are dedicated to building a culture of diverse perspectives and talents to support individual growth and superior business results. We strive to cultivate a dynamic, diverse and inclusive workplace where all employees feel engaged, valued and that they belong. Our global Charter summarises our commitment to diversity and inclusion and we are committed to living our corporate values of leadership, teamwork and expertise.
Aligning investment capital for clean energy with organizations, projects, and community initiatives in traditionally undeserved markets
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