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Cadaret Grant and Co. (Cadaret Grant)

Cadaret Grant and Co., established in 1985, is a US-based investment firm based in New York. The firm is a subsidiary of Atria Wealth Solutions, a holding company specializing in wealth management.As of December 31, 2024, the firm had $7.7bn in regulatory assets under management, of which $7.5bn on a discretionary basi

Headquarters
Syracuse, New York

Decision-makers

Doug Ketterer
Chief Executive Officer & Founding Partner
Kevin Beard
Chief Growth Officer & Founding Partner
Eugene Elias, Jr.
Chief Operating Officer & Founding Partner
Patrick Waters
Head of Alternative Investment Solutions
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