The FBI began tracking an emerging financial cyber threat called business email compromise (BEC) in 2013. Losses since then have been in the billions of dollars as organized crime groups have targeted large and small companies and organizations in every...
Western International has been notified by our telecom vendor that they are experiencing technical difficulties which has resulted in intermittent phone outages and a decline in voice quality. The vendor is aware of the cause of the issue and are...
Attached is your invitation to join TritonPacific and Western International for Lunch & Learn Event May 4 in Pasadena The Guest Speaker will be Griffin Hoover. See the Invite attached for additional information. Those who are interested in attending via Webex, please...
The Seasonal Address feature allows account owners to setup a temporary mailing address when they will be relocating for a period of time. Clients can schedule when the temporary mailing address should take effect and when it should be changed...
Pershing invites you to join them on April 25 for a Lockwood Advisors, Inc. (Lockwood) Symposium in Costa Mesa, CA at The Westin South Coast Plaza. Lockwood’s management team will be in Orange County to host an engaging agenda that highlights...
Key speaker Mark Miller, Vice President of First Trust is responsible for the firm’s exchange-traded fund, separately-managed account will discuss ETFs and Market Outlook. RSVP to Andrew Kuo at akuo@wisdirect.com See the attached invite for additional information and the link to materials See...
In our ongoing effort to strengthen protection from increased cyber threats and malicious technology attacks, Western is pleased to announce a series of security rollouts including encryption, anti-viruses, cloud storage and desktop support services to our advisors. While the complete...
As a reminder effective September 5, 2017, the U.S. will adopt a T+2 settlement cycle for equities, corporate and municipal bonds and UITs that currently settle T+3. The shortened settlement cycle is intended to allow investors to receive their trading...
In recognition of Good Friday, April 14, 2017, Western International will be closed. All domestic equity and bond markets will also be closed. The Bond Market will also close at 2:00 p.m. ET on Thursday, April 13, 2017. Some Mutual Funds...
Pershing invites you to join them at their Retirement Advisor Symposium. For your convenience, Pershing will be hosting events in two locations. At the symposium, you’ll hear insight from experts, network with other professionals and learn about best practices, productivity solutions...
Hi Everyone, today I’ll introduce you to another Cyber Security lingo, 2FA! It’s short for Two-Factor Authentication. With password breaches common nowdays, it could be the one thing that keeps hackers from stealing your identity online. There are 3 types...
You may be experiencing email issues. Smarsh is currently having a global DNS (Domain Name Servers) issue within their server that affects many of their customers. The error affects a good portion of email hosting companies across the United States. While mainly in...
Join Western International on April 20, 2017 for a Lunch & Learn Event with featured speaker Mark Miller Vice President First Trust. Mark will discuss First Trust ETFs and provide market outlook. This event will be hosted in Pasadena at 12:00...
National Financial has published their 2016 Contribution Deadlines. As a reminder, the deadline for processing 2016 IRA contributions is April 18, 2017. Generally, this deadline is applicable to all IRA customers even if the customer has a tax-filing extension. Please see...
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. |
