Atria Wealth Solutions, the Lee Equity Partners-backed wealth management holding company launched by former Morgan Stanley executive Doug Ketterer in 2017, has tapped Bill Morrissey, the former ...
Former LPL Financial Divisional President to Align Proven Recruiting, Retention and Strategic M&A Experience with Atria to Drive Accelerated Expansion in Independent Channel NEW YORK, Nov. 29, 2022 ...
Long-time LPL executive Bill Morrissey has joined New York-based Atria Wealth Solutions as head of its independent channel, a new position. Morrissey had served as head of business development for LPL ...