Please join us at Western International's Pasadena office for a personal discussion on the Innovation Economy and America’s growth engine. See the attached for details >>> SharePoint Invitation
As of today, February 24, 2017, Wealthcape Service Center was enhanced to include two tabs: Action Items and All Items. This enhancement is help view and review action items without the need to construct Advanced Searches or create Saved Searches...
Fidelity Investments has invited Western International Securities to participate in the new issue equity offering of Snap Inc. which will price on March 1, 2017 after the market closes. Please email indications of interest to Michele Fane at michele@wisdirect.com with...
Western is pleased to announce that Robert Mariotti, from NFS’ Business Consulting and Analytics team, will be a guest speaker at our March 2017 Tahoe Symposium. Rob will present attendees with suggestions on realizing the value in your practice and...
Clients who chose to receive premier statements will see the premier statement fee reflected on their February 2017 National Financial statement.
Join us in welcoming to Western International new non-registered assistant Martha Rodriguez to the Western International team. Martha joins as assistant to Alfredo Yanes in Florida doing business as ActiTrust Wealth Management LLC.
Please take note that the following forms have been updated. We have provided the links here for your convenience, but we recommend you do not save a copy on your computer in case of a later update. Forms can be...
Join us in welcoming to Western International our new registered assistant Monica Hagen. to the Western International team. Monica joins in our new San Diego California branch through doing business as The Holland Group, Inc.
Please join us at Western International's Pasadena office for an important discussion about life insurance as an asset class for the living. Attendees will learn how to help their clients lower their premiums, enhance cash values and celebrate all year...
Wedbush recently updated their VPN to work with Windows 10 and therefore your Broker Insight (& Beta if you have the application) will not work with your current VPN. If you have a problem accessing Beta or Broker Insight,...
President Donald Trump has halted an Obama administration regulation that requires retirement advisers to work in the best interests of their clients, while the new administration reviews the rule. The president also ordered a review of Dodd-Frank Act rules enacted...
Join us in welcoming to Western International our new advisors, Vance Gustafson. Vance join us as a new San Diego California branch doing business as The Securities Center, Inc.
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. |
