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Financial Advisory  + Wealth Management  | 
Atria Wealth Solutions Recruits Two Teams with $220M Book of Business

Atria Wealth Solutions Recruits Two Teams with $220M Book of Business

Atria Wealth Solutions continues to expand its wealth management business with the recruitments of Marshall Wealth Management Group and Cypress Private Wealth to Cadaret Grant, an Atria broker-dealer subsidiary, from LPL Financial.

The firms, led by Brad Marshall and Dominick Ruiz, respectively, add more than $220 million in combined assets to Atria.

Marshall and Ruiz, previously assigned to the same branch at LPL, both decided to join New York-based Atria to work from Atria’s California offices in Los Gatos, Pasadena and San Jose, while keeping their individual brands. The advisors plan to leverage Atria’s resources to scale their wealth management business beyond California.

Joining Marshall are advisor Robert Claros and director of business development Deanna Dominguez.

Founded by Marshall in 2005, Marshall Wealth Management Group focuses on investment management, financial planning and insurance needs for small businesses, entrepreneurs, business executives and technology professionals.

Under the leadership of Ruiz, Cypress Private Wealth provides clients with financial planning; tactical and strategic asset allocation; risk management; options and alternative investing; estate planning; and trust services.

With nearly 2,500 financial professionals and over $100 billion of assets under administration, Atria’s six broker-dealer subsidiaries are Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., SCF Securities, Inc., CUSO Financial Services, L.P., and Sorrento Pacific Financial, LLC.

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Atria Wealth Solutions

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.