3 Ex-Signature Bank Wealth Managers With $1B AUM Move To Atria
FA-Mag.com | Ben Mattlin
June 1, 2023
Atria Wealth Solutions, the New York City-based wealth management holding company for independent RIAs and broker-dealers, recruited three wealth managers from Signature Bank, the failed New York-based institution that became the third-largest bank failure in U.S. history when it was taken over by federal regulators in March.
The three professionals—Edwin Milner, Laura Palacios, and Jason Kurz—together manage more than $1 billion in client assets and will join Atria’s American Investment Planners (AIP) in Jericho, N.Y., the largest branch of Atria‘s Cadaret Grant subsidiary.
“This is about creating a long-term relationship that empowers them to be their best and deliver an elite wealth management experience for their clients,” said William Morrissey, president of Cadaret Grant and head of Atria’s independent channel, in a press release.