Please join the team from iShares and BlackRock for a Lunch and Learn on iShares ETFs on November 2, 2017 from 11:30 a.m. to 1:00 p.m. Due to incredible investor demand, Exchange Traded Funds (ETFs) have grown into a $3...
The definition of Anniversary is the annual recurrence of a date marking a notable event. Congratulations to the Advisors and Assistants who are celebrating Western anniversaries in November. First Name Last Name Affiliation Date Years Michael Hefner 11/25/03 ...
State income tax withholding rates for retirement account distributions in the States of Illinois and Kansas have changed. The Illinois state tax on distributions continues to be voluntary, but the withholding rate has changed. The Kansas state tax withholding rate...
The National Financial Premier Select Retirement Account Maintenance Fee is scheduled to be charged during the week of November 1 to November 10, 2017. A statement message was placed on the September statements reminding clients of the billing cycle. Please...
Each year, National Financial and Pershing charge an inactive fee for accounts considered inactive between Jan 1 and Dec 31. The Accounts that meet the inactive definition will be charged $50.00. Attached are the Inactive Definitions for NFS and/or Pershing,...
Wednesday, October 18, 2017 1:00 p.m. to 2:00 p.m. PST Hear Dirk Hofschire, Senior Vice President, Asset Allocation Research, Fidelity Investments assess U.S. and global economic and financial market trends as we progress into the second quarter. Register Now >>> Webcast...
Hear from industry experts on trends in the global ETF industry, including the current regulatory environment, anticipated global growth, new innovations, smart beta investing and actively managed solutions. Pershing Webcast, Wednesday, November 1, 2017 11:00 a.m. - 12:00 p.m. Continuing...
The definition of Anniversary is the annual recurrence of a date marking a notable event. Congratulations to the Advisors and Assistants who are celebrating Western anniversaries in October. 2017 October Anniversaries First Name Last Name Affiliation Date Years Michael Moody...
Hi Everyone,October is National Cyber Security Awareness Month, an annual campaign to raise awareness about the importance of cybersecurity. Phishing attacks are one of the most common forms of cybercrime, but we can prevent it if we know how to...
Join us in welcoming to Western International Glenn Medwar, Registered Representative in our Boston, MA branch.
Please join us in welcoming new Team Member Mari Brito – Operations Associate. You can contact Mari at mari@wisdirect My career began with WaMu Investments in Irvine, Ca in 2004. I began in the account services department, then transferred to the...
We will be cancelling today’s transition call. We will resume next Tuesday. As always, if you have any questions please direct them to askwis@wisdirect.com There isn’t really much to update this week. We are continuing to receive confirmation from the direct...
Join us in welcoming to Western International, Registered Representative Philip Addington in our Westlake Village, CA branch.
Successive generations are always quick to contradict their older, “know-nothing” counterparts. Beacon Strategies, in conjunction with BNY Mellon’s Pershing, examined demographic and psychographic factors that drive decision-making behavior among generations. Specifically, the research concentrated on Gen X, Millennials and Gen...
Lunch and Learn - October 4, 2017 11:30 a.m. - 1:30 p.m. Please join us at Western International's Pasadena office for an important discussion about life insurance as an asset class. Attendees will learn how to help their clients obtain vital...
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. |
