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Triad Advisors

Company Name

Triad Advisors

Main Industry

Venture Capital & Private Equity, Finance

Website

www.triad-advisors.com

Contact Information

Overland Park, Kansas Office

11184 Antioch Rd Ste 321, Overland Park, Kansas, 66210, United States

(913) 839-1246

Atlanta, Georgia Office

201 17th St NW Ste 300, Atlanta, Georgia, 30363, United States

(404) 844-1744

Los Angeles, California Office

2121 Avenue of the Stars Ste 1650, Los Angeles, California, 90067, United States

(310) 601-2500

Triad Advisors Profile and History

Triad Advisors, founded in 1998 and headquartered in Atlanta, GA, is a national, independent advisory and brokerage firm as well as a multi-custodial SEC-registered investment adviser.

Triad - Advisors Inc

Triad Advisors

Triad Advisors - Inc

Triad Advisors Inc

Triad Advisors LLC

Revenue

$200.9 M

Employees

393

Founded

1998

Triad Advisors Executive Team & Key Decision Makers

Name & TitleContact Info
Alan Jotkoff
Alan Jotkoff

Registered Representative and President

(954) ❅❅❅-❅❅❅❅

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Will Brand
Will Brand

Senior Vice President, Deputy Chief Compliance Officer

❅❅❅❅@triad-advisors.com

(770) ❅❅❅-❅❅❅❅

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Bernard Breton
Bernard Breton

Chief Compliance Officer

❅❅❅❅@triad-advisors.com

(720) ❅❅❅-❅❅❅❅

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Ryan Schumaker
Ryan Schumaker

Vice President, Technology Solutions & Consultant

(847) ❅❅❅-❅❅❅❅

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John Clayton
John Clayton

Vice President, Transitions

(404) ❅❅❅-❅❅❅❅

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Stephanie Brooks
Stephanie Brooks

Vice President, Advisory Services

❅❅❅❅@triad-advisors.com

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Keith McMurry
Keith McMurry

Vice President, Data Analytics

(770) ❅❅❅-❅❅❅❅

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Michael Gatti
Michael Gatti

Vice President, Business Development

❅❅❅❅@triad-advisors.com

(407) ❅❅❅-❅❅❅❅

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Anthony Cavataio
Anthony Cavataio

Vice President, Technology Solutions & Consultant

❅❅❅❅@triadhybrid.com

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Marilyn Hosten
Marilyn Hosten

Senior Vice President, Operations

❅❅❅❅@triad-advisors.com

(770) ❅❅❅-❅❅❅❅

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Thom Powers
Thom Powers

Vice President, Business Development

(678) ❅❅❅-❅❅❅❅

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Brian Shulstad
Brian Shulstad

Senior VP, Business Development

❅❅❅❅@triad-advisors.com

(770) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Missy Nelson
Missy Nelson

Vice President, Relationship Management

❅❅❅❅@triad-advisors.com

(678) ❅❅❅-❅❅❅❅

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Kristen Tricarico
Kristen Tricarico

Compliance Analyst

(941) ❅❅❅-❅❅❅❅

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Javier Reyes
Javier Reyes

Home Office Principal II

❅❅❅❅@triad-advisors.com

(678) ❅❅❅-❅❅❅❅

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Katherine Spead
Katherine Spead

Relationship Management Specialist

❅❅❅❅@triad-advisors.com

(603) ❅❅❅-❅❅❅❅

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Brandon Wilson

(310) ❅❅❅-❅❅❅❅

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Zach Martin
Zach Martin

Product Business Development Associate

❅❅❅❅@triad-advisors.com

(404) ❅❅❅-❅❅❅❅

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Savanna Steed
Savanna Steed

Regional Director, Supervision

❅❅❅❅@triad-advisors.com

(678) ❅❅❅-❅❅❅❅

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Diane Brown
Diane Brown

Client Services Consultant and Advanced Solutions

❅❅❅❅@triad-advisors.com

(770) ❅❅❅-❅❅❅❅

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Michael Gatti
Michael Gatti

Vice President, Business Development

❅❅❅❅@triad-advisors.com

(407) ❅❅❅-❅❅❅❅

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Inez Lipman-Richardson
Inez Lipman-Richardson

Financial Advisor & Investment Advisory Representative

❅❅❅❅@triad-advisors.com

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Jasmine Wong
Jasmine Wong

Creative Partner

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Top Triad Advisors Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Triad Advisors.

Marketing Automation

(4 Technologies)

Web Analytics

(3 Technologies)

Programming Languages

(3 Technologies)

Event Management

(2 Technologies)

Other Advertising Software

(2 Technologies)

Triad Advisors Email Formats

ParameterSample EmailPercentage

Triad Advisors Top Competitors

CompanyEmployeesRevenueTop technologies
Independent Financial Partners

Independent Financial Partners

440$95.7 M
Cambridge Investment Research Inc

Cambridge Investment Research Inc

805$210.5 M
SagePoint Financial Inc

SagePoint Financial Inc

343$78.9 M
Royal Alliance Associates Inc

Royal Alliance Associates Inc

694$489.8 M
Hightower Securities LLC

Hightower Securities LLC

285$63.9 M

What is Triad Advisors revenue?

Triad Advisors revenue is $200.9 M

How many employees does Triad Advisors have?

Triad Advisors has 393 employees

What are Triad Advisors’s primary industries?

Triad Advisors’s main industries are: Finance, Venture Capital & Private Equity, FinanceInvestment Banking...See More

Who is Triad Advisors’s CEO?

Triad Advisors’s CEO is Jeffrey Rosenthal

What are some additional names or alternative spellings that users use while searching for Triad Advisors?

Triad Advisors appears in search results as Triad - Advisors Inc, Triad Advisors, Triad Advisors - IncTriad Advisors Inc, Triad Advisors LLC...See More