Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
“I consider myself an eternal student of the industry,” says Kevin Beard, chief growth officer and founding partner of Atria Wealth Solutions. Intrigued by the intersections of finance and technology, Beard has been committed to revolutionizing the wealth industry since the beginning of his career.
The last 30 years have been marked by rapid evolutions in technology. For Beard, however, the finance sector has been historically slow at adapting to this pace of change.
As advisors and their clients grapple with intricate financial landscapes, the need for responsive, adaptable tools has become more apparent. Inspired to build systems that better meet the demands of modern clients, Beard and partners Doug Ketterer and Eugene Elias, Jr., launched Atria Wealth Solutions in 2017.
“In an era where change is constant, being part of an organization that not only recognizes but also welcomes change positions us to be effective advocates for advisors and their clients,” says Beard. “I take pride in being associated with a company that embraces a nimble, flexible, and agile approach. It is a testament to our commitment to staying at the forefront of industry advancements.”
Co-founding Atria remains one of Beard’s crown achievements, and the firm’s mission of developing “wealth management solutions for the real world” could not have been achieved without Beard’s attentive leadership.
“Listening is my key professional attribute,” says Beard. “It transforms my knowledge into actionable insight, enabling me to assist financial professionals in creating hyper-personalized client experiences.” Citing an example of this, the co-founder says Atria’s new portfolio analysis tool was built as a direct response to client feedback.
“Stephen Covey’s ‘7 Habits of Highly Effective People’ has been a cornerstone of my personal and professional development,” says Beard. “The habit of seeking to understand before being understood has been particularly influential, guiding me to lead by example in listening and innovating within the wealth sector.”
By equipping customers with advanced technological tools and support, Beard is focused on enhancing the ability of advisors to strengthen their professional relationships with clients.
“This period has been especially thrilling, rich with opportunities for learning and innovation. The future of wealth management excites me,” he says.
295 Madison Avenue, Suite 1407, New York, NY 10017
330 800 0182
kevin.beard@atriawealth.com
linkedin.com/in/atria-kevinbeard
atriawealth.com
Kevin Beard
Chief Growth Officer and Founding Partner
Atria Wealth Solutions
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2007–2009
2009–2010
2010–2014
2014–2022
Present
Managing Partner at Innovative Advanced Resources
2007–
2009
Regional Director at Rehmann
2009–
2010
SVP of Corporate Strategy at Royal Alliance Associates
2010–
2014
2014–2016: EVP of Strategic Acquisitions at AIG Advisor Group
2022: Won the Wealth Solutions Pathfinders Award for the top black in wealth management
2014–
2022
Chief Growth Officer and Founding Partner at Atria Wealth Solutions since 2017
Currently serves on the BISA DE&I committee and the FSI Next Gen Task Force
Present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones