Atria Wealth Solutions Adds Key Executives for Growth Plans

Atria Wealth Solutions, Inc. (Atria), a modern wealth management solutions holding company, today announced two key additions to its management team “ Robert Holcomb as Chief Marketing Officer and Kaitlin Connor as Head of Digital Solutions.

As we enter an important growth phase of our firm, the story of how were doing things very differently from others in our industry and the value behind our ideas needs to be told, said Eugene Elias, COO and Founding Partner of Atria Wealth Solutions. At the same time, our rollout timeline for digital technology is ambitious and we are at a pivotal juncture to drive the industry forward. Bob and Kate are critical and welcome additions to our team.

In the role of Chief Marketing Officer, Holcomb will be responsible for brand strategy, public web properties, corporate communications, public relations initiatives, and event planning across Atria and its subsidiaries. In addition, he will also oversee creative direction, corporate messaging, recruiting marketing efforts, and advisor marketing strategies.

Our focus is on delivering an extraordinary experience to advisors and their clients, Elias said. Bob is the right person to tell our story and explain how we are unique in the current broker/dealer landscape “ and do so in an impactful way.

Holcomb has over 20 years of experience in the financial services industry, primarily in leadership roles. In 2004, he founded Greenbook Financial Services, a marketing system and planning methodology for advisors. He also served as President of First Allied Wealth Management, where his responsibilities included asset management, insurance, retirement services, strategy and marketing.


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As Head of Digital Solutions, Connor will be responsible for launching and managing new digital programs for advisors. Connor has extensive experience in digital product management and development, specifically in the financial services sector. Her expertise in product conception and consumer trends will benefit Atrias subsidiaries through the development of sophisticated digital tools that are optimized for business development.

I am passionate about an approach to product development that is user-focused, iterative, and innovative, Connor said. Im thrilled to join Atrias growing technology leadership team and look forward to creating an unmatched experience for advisors that is superior from a user experience perspective.

Before joining Atria, Connor was Senior Product Manager, The Customer Office, for Prudential Financial, Inc. In this role, she focused on ideation, strategy and long-term product blueprints for Prudentials digital brokerage and robo-advisory platform.

About Atria Wealth Solutions, Inc.

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for advisors and their clients. Headquartered in New York City, Atrias subsidiaries empower financial institutions and independent advisors with a sophisticated set of tools, services, and capabilities that drive growth. Atrias subsidiaries include Cadaret, Grant & Co., Inc., CUSO Financial Services, L.P., and Sorrento Pacific Financial, LLC, which support over 1,400 financial advisors with more than $50B of assets under administration. For more information, please visit

Atria Wealth Solutions
Kevin Dinino, KCD PR
[email protected]