Join us in welcoming to Western International our new advisor, Peter Bennitt. Peter is doing business as G2 Capital Advisors through Brill Securities in New York.
Western hosted a successful lunch & learn on March 21 with Eric Cott, Director of Financial Advisor Education for The Options Industry Council. Attended by several advisors, Eric discussed the benefit of options and strategies and how different strategies can benefit...
Sven Weber is a Managing Director of SharesPost’s SEC-registered investment advisor, SP Investments Management, LLC. Sven is responsible for the management of SharesPost investment vehicles.
Please join Westland Financial Services for a Lunch & Learn on April 6 from 11:30 a.m. to 1:30 p.m. Come hear about some innovative income planning strategies with details on key solutions you can start using now and learn more about solving...
If you're one of the Firefox users who just updated your Firefox browser to the newest version, you might be having difficulties running Silverlight. A lot of modern browsers such as Google Chrome and Microsoft Edge have stopped supporting plugins like...
Please join Western International and Eric Cott of the Option Clearing Council on March 21 2017 from 11:30 – 1:30 PM in Pasadena for an important discussion about options and how different option strategies can benefit your client’s existing portfolio....
Western International is pleased to welcome our new advisor Ara Bahadrian. Ara will be working out of Doug Waisner's branch office in Westlake California.
Western recently sent the annual E&O insurance notification for the period of March 1, 2017 through February 28, 2018. Your response is required by March 23, 2017. Please see the attached for the details >>> 2017 Error and Omissions Insurance...
Please join the CPS Life Sales Team & John Hancock Friday March 17, 2017 9:00 – 1:00 PM at CPS Insurance Services as they discuss the John Hancock Vitality Program, an innovative life insurance solution that rewards healthy living. Learn...
Western is excited to make two Beneficiary reports available to you to help you collect the missing beneficiary information on your converted NFS Premier IRA accounts. While Western will be pushing this report out to you on a weekly basis...
In response to client inquires, Western International Securities is pleased to announce that we have activated the MyStreetscape portal to Turbo Tax. Effective immediately, any client with a MyStreetscape account will be able to connect with the Turbo Tax software...
Hi Everyone, as promise, this week I will you give tips when you think you’re a victim of tax identity theft. These tips are suggested by Identity Theft Resource Center (ITRC). Call the IRS Identity Protection Specialized Unit (IPSU) at...
The Tahoe Symposium hosted by Western International started off with a dazzle ski day for participants at Northstar California Resort on Wednesday followed by a welcome reception later that afternoon. The symposium kicked off today with product sponsor as well...
For 2017, the Wedbush Custodial IRA fee, the billing statements will be part of the March 2017 monthly statement mailing. The deadline for the IRA fee payments will be extended to April 30, 2017, and will be indicated on the...
If you're accessing Wealthscape with Chrome browser, you might experience your browser scrolling your account list up and down by itself. No, it’s not magic…its Chrome 56. In Chrome 56 this functionality is turned on by default. Here's the workaround: Cut and...
National Financial offers advisors the option of ordering a Year-end Rollup Statement CD-ROM. The Year-end Rollup Statement CD-ROM contains copies of all monthly statements. The CD Rom is produced for a calendar year (January through December) and is available to...
Hi Everyone! It’s tax time and that means primetime for cyber thieves. According to the Federal Trade Commission, there was a nearly 50 percent increase in identity theft complaints in 2015, and the biggest contributor to the surge was the...
Western has been notified from the underwriters that no shares of the Snap Co. IPO will be allotted to the correspondent firm levels. This includes Western International. Please notify your clients that submitted indications of interest. Clients can begin putting...
Join us in welcoming to Western International new non-registered assistant Charito Pickett the Western International team. Chad joins as assistant to Jim Biddle in Sand Diego 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. |
