Please join CION Investments for a comprehensive overview of its industry leading business development company, CION Investment Corporation. During this session, CION will take a few moments to introduce its latest offering to attendees, CION Ares Diversified Credit Fund ("CADEX")...
Webcast Highlights Implications of the potential DOL "Investment Advice Rule" postponement. Insights on the 2016 election - and what the results might mean for the financial services industry. Overview and perspective on the political landscape and insight on the evolving...
Pershing & NFS have notified Western of the schedule tax mailing dates. See below links: 2016 Pershing Tax Form Mailing 2016 NFS Tax Mailing Schedule
Join us in welcoming to Western International our new advisors, Michael Holland and William Holland. Mike and Bill join us as a new San Diego California branch doing business as The Holland Group, Inc.
See Don’s New Year message and items of interest for what Western has on the horizon for early 2017. From the Desk of Don Bizub >>>
Please take note that the following forms have been updated. We have provided the links here for your convenience, but you can also access them by clicking on Forms & Manuals. Western: Address Change Request National Financial: National Financial...
Join us in welcoming to Western International our new advisor, Robert Olivieri. Robert is part of our new Chula Vista California branch under the DBA The Securities Center, Inc.
Jim Crowley, Chief Relationship Officer, shares why he is optimistic about our industry and the opportunities that lie ahead. View Jim's message to our clients.
In recognition of the Martin Luther King holiday, Western International and all domestic markets will be closed on Monday, January 16, 2017.
It’s been said that the best way to learn is from experience, but sometimes it's best to learn from other people's experience rather than your own. This is one of those opportunities: A client recently realized that somebody had been withdrawing funds from their...
Join us in welcoming to Western International our new advisor, Jim Biddle. Jim is part of our new Chula Vista, California branch under the DBA The Securities Center, Inc.
Nuveen has invited Western International to participate in the IPO for Nuveen Preferred and Income 2022 Term Fund, a Common Stock Closed End Fund scheduled for January 2017 business. Read more >>> Nuveen Preferred and Income 2022 Term Fund IPO Indications of interest...
Join us in welcoming to Western International our new advisor Douglas Purcell. Doug will be working in our Highland, Illinois branch with Karmin Capital.
NFS recently charged their inactivity fee to some client accounts in error. Due to our move to NFS last year and the steep learning curve involved, we asked that they waive the first year’s fee. The agreement was that the...
I’ve been getting a few calls from Advisors saying that they're getting “You're not authorized to view this account” I noticed that in all cases, they were using Internet Explorer. Here's the fix! Click Tools or the Wheel icon on...
National Financial Services LLC (NFS) is scheduled to mail the semi-annual Notice of Withholding to certain Premiere Select Retirement Plan (Keogh) account owners beginning the week of January 23, 2017. The attached Notice of Withholding is being provided to Premiere Select...
Kevin BeardChief Growth Officer and Founding Partner |
Kevin is responsible for the firm’s overall growth and acquisition strategy and financial professional recruitment.
Kevin has more than 20 years of experience in the independent broker-dealer (IBD) industry. Before founding Atria, he led the Recruiting and Acquisition Strategy division for AIG Advisor Group, where he developed the firm’s advisor recruiting strategy and led the comprehensive planning process for all acquisitions. He also successfully led numerous IBD platform acquisitions and established an advisor recruiting team. Before his tenure at AIG Advisor Group, Kevin was a regional director with Rehmann and co-founded two companies: Innovative Advanced Resources, a specialized, high net worth investment distribution and business advisory firm serving financial advisors and asset managers, and Beard Management Inc., a wealth management consulting firm. Kevin earned a Bachelor of Arts in finance from Kent State University. He currently serves as Northeast Ohio Corporate Chair for the Arthritis Foundation and Secretary for the FSI Marketing Council. He is also a member of the Diversity and Inclusion Committee for the Bank Insurance & Securities Association. |
Eugene Elias Jr.Chief Operating Officer and Founding Partner |
Eugene has more than 20 years of experience in wealth management, leading businesses, technology and operations. He has focused his entire career on deepening the relationship between advisors and technology, empowering them to become more efficient and equipping them with the tools they need to grow their practices.
In 2017, Eugene and two partners founded Atria Wealth Solutions to provide financial professionals with a next generation set of tools, services and capabilities that would not only enable them to prosper in today’s environment but provide them with a clear path to the future of wealth management. He began his career as a financial advisor — an experience that gives him a unique perspective on creating advisor-minded solutions. Before founding Atria, Eugene was responsible for Morgan Stanley’s client and advisor platforms, leading key initiatives that included the rollout of client-facing mobile applications and redesigning the firm’s advisor workstation and client website. He spent six years in Europe running Morgan Stanley’s international technology platform for its EMEA and Asian International Private Wealth Management businesses. Eugene also served as CIO of Zions Bancorporation’s newly created wealth management unit, Contango Capital Advisors, where he designed and implemented the unit’s operating platform. |
Doug KettererChief Executive Officer and Founding Partner |
Doug has over 30 years of experience in the wealth management industry. Before launching Atria in 2017, he spent most of his career at Morgan Stanley, where he successfully led the firm’s entire U.S. financial advisor and branch office network as the Head of Field Management and was responsible for its Private Wealth Management business, focusing on ultra-high-net-worth clients.
Doug also held multiple leadership positions within Morgan Stanley’s wealth management division, including oversight of the product and services organization and development of the strategy and client segmentation organization. Beyond his wealth management experience, he served as a key executive in Morgan Stanley’s asset management division and spent many years in investment banking. Doug earned a Bachelor of Science in finance from The University at Albany and an MBA from New York University’s Leonard N. Stern School of Business. He serves on the Board of Directors of Atria Wealth Solutions, the board of the Financial Services Institute and is the president of a 9/11-related 501(c)(3) focused on providing scholarships to college students in financial need. |
Bill MorrisseyPresident |
With extensive experience and a successful track record of designing a value proposition that drives growth for financial professionals and wealth management firms, Bill is an authority in combining the best elements of highly effective growth and practice management strategies that optimize the culture and quality of the financial professional community.
A proven background in executive leadership at prominent independent, wirehouse and regional broker-dealers gives him unmatched insight into developing an environment that best positions the independent financial professional for success in every area of a financial practice. |
