Wealth Management

Bill Morrissey Exits LPL Financial Following Atria Integration

Bill Morrissey, who was hired three years ago to grow Atria's independent channel, is the latest to leave LPL Financial ...
KTLA

Atria Wealth Solutions Commences Next Stage of Growth Strategy with Appointment of William P. Morrissey, Jr. as Managing Director and Head of the Independent Channel

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 ...
Financial Advisor

Atria Makes Executive Changes

Kevin Mummau and Brian Bichler have been appointed co-heads of Atria Wealth Solutions' Financial Institution channel, Atria announced yesterday. The two will be responsible for Atria’s bank and credit ...
InvestmentNews

Former LPL exec Bill Morrissey to head Atria's independent channel

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 ...
WDTN

Atria Wealth Solutions Appoints Kevin Mummau and Brian Bichler as Co-Heads of Atria's Financial Institution Channel to Drive Ongoing Growth Strategy Across Credit Unions and Banks

NEW YORK, Jan. 26, 2023 /PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a wealth management solutions holding company, today announced that Kevin Mummau and Brian Bichler have been appointed ...