Barrett Walter Ayers
Directeur Général chez Atria Investments, Inc.
Profil
Mr. Barrett W.
Ayers, II, is a President at Adhesion Wealth Advisor Solutions, Inc. and a President & Chief Executive Officer at Atria Investments, Inc.
Prior to Adhesion Wealth, he served as Senior Vice President of Product Management at Wachovia Securities and held several senior-level strategic posts with Fidelity Investments and Broadridge.
Postes actifs de Barrett Walter Ayers
| Sociétés | Poste | Début |
|---|---|---|
Adhesion Wealth Advisor Solutions, Inc.
 Adhesion Wealth Advisor Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The firm offers WealthADV, an investment operations platform that provides unified managed accounts, and overlay and tax-optimized portfolio management, investment program designing and administration, client reporting, and managed back office services. The company was founded by Trey Reinhard in 1999 and is headquartered in Charlotte, NC. | President | - |
Atria Investments, Inc.
 Atria Investments, Inc. Investment ManagersFinance Atria Investments, Inc., dba Adhesion Wealth Advisor Solutions (Adhesion Wealth), is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm is a wholly owned subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK), a subsidiary of Huatai International Investment Holdings Ltd. Adhesion Wealth provides sub-advisory services to other registered investment advisors, either directly or through a third party sponsored program. | Directeur Général | 01/01/2023 |
Anciens postes connus de Barrett Walter Ayers
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | - |
INVESCO Funds Group, Inc.
 INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Corporate Officer/Principal | - |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Corporate Officer/Principal | - |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
| BROADRIDGE FINANCIAL SOLUTIONS, INC. | Corporate Officer/Principal | - |
Formation de Barrett Walter Ayers
| University of Northern Colorado | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| BROADRIDGE FINANCIAL SOLUTIONS, INC. | Technology Services |
| Entreprise privées | 7 |
|---|---|
INVESCO Funds Group, Inc.
INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Adhesion Wealth Advisor Solutions, Inc.
Adhesion Wealth Advisor Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The firm offers WealthADV, an investment operations platform that provides unified managed accounts, and overlay and tax-optimized portfolio management, investment program designing and administration, client reporting, and managed back office services. The company was founded by Trey Reinhard in 1999 and is headquartered in Charlotte, NC. | Commercial Services |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
Atria Investments, Inc.
Atria Investments, Inc. Investment ManagersFinance Atria Investments, Inc., dba Adhesion Wealth Advisor Solutions (Adhesion Wealth), is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm is a wholly owned subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK), a subsidiary of Huatai International Investment Holdings Ltd. Adhesion Wealth provides sub-advisory services to other registered investment advisors, either directly or through a third party sponsored program. | Finance |
