Join us in welcoming to WIS, Lauren Colangelo, Non-Registered Assistant to Gino Chiappetta in our Millbury, OH office.
Facebook has just announced that it discovered a security breach that affects nearly 50 million user accounts. If you use the same password for Facebook and for your other accounts such as your emails, wisdirect.com, Wealthscape, etc., please update your password on those systems...
Biz recently was able to head out to Colorado to spend some quality time with one of our offices in Grand Junction. Below are some photos of Biz with Ford Keeler, Larry Jones, Jo Knight and Lisa Essman. (not pictured: Kimberley Last)...
Socially responsible investing has become increasingly important to many of our Advisors and their clients. Advisor Ron Freund, a member of Western’s Social Equity Group, attended one of the world’s largest conferences on Climate Change, a major consideration in assessing...
This week, San Francisco hosted the biggest technology conference of the year, Dreamforce 18, and WIS's own Rinaldo Ritonga is there to learn more about Sales Cloud and Service Cloud Lightning integration and adoption. Service Cloud Lightning is the latest...
Data Mining and Business Intelligence (tools to help advisors oversee their book of business). Click on the links below to join these training sessions: Thursday September 27th, 2018 4:15 PM EDT (1:15 pm pacific) Live Webinar (hosted by...
Originally from Philadelphia, Bill moved to Los Angeles shortly after high school. Working his way through CSU Long Beach in the golf business, Bill soon found a home in the securities industry at Paine Webber during the 90's tech boom. ...
Have some questions? Wondering if there are answers available? The answer is YES! Janet Kelly, Vice President – BNY Mellon’s Pershing has lots of thoughts on this topic. If you missed her presentation at our National Conference at Terranea, or...
Morningstar is a champion of investors - in addition to our industry leading data and research on investments, The Investor Success Project aims to help investors overcome the obstacles they face to their success. - Dr. Steve Wendel, Head of...
The Emmy’s had nothing on us! Here’s the WIS version of Red Carpet at Terranea with Lyndon Gray and Don Bizub. We all had a great evening. Check the photos available to the left and see if your photo is...
Our WIS Client Agreement has now been updated to reflect requirements for the Privacy Policy of the European Union General Data Protection Regulation which became enforceable beginning May 25, 2018. Please use this new version when opening any new account...
Boy, were we surprised when Western’s Teri Bradshaw came on stage! Just kidding… Our Keynote Speaker Terry Bradshaw followed shortly thereafter. Teri did get in a few words about commissions though…
An increasingly important topic, these women were enlightening! Interested in finding out more? Go here for more information on SRI: https://www.wisdirect.com/conscious-investing.html
Click on the links below to join these training sessions: Tuesday September 18th, 2018 4:15 PM EDT (1:15 pm pacific) Create Households (portfolio groups) (hosted by Western International) https://wisdirect.webex.com/wisdirect/j.php?MTID=m88144d37de6e9dd0076eba6a42ad4460 Wednesday September 19th, 2018 4:00 PM EDT (1pm pacific) Performance...
Formerly at Citibank, this group of Registered Representatives joins our Westlake, California office. The team offers comprehensive wealth management services for individuals, families and business owners. Their collaborative approach to clients' portfolios allows them to utilize investment industry professionals in...
Western has a long and successful history of integrating interns in our daily operations. Typically, our interns are focused on finance or accounting as their future career, but we also now have up and coming students with backgrounds in IT...
Wow! It’s been a busy time here since the conference, but photos are now up for viewing. Have some fun remembering all the great speakers, sponsors and opportunities to exchange ideas and learn about new products, tools and technology. Not...
Congratulations to our reps Kristi Avery and Mecky Howell who were featured in the September issue of "MyNorth Estate and Financial Services magazine", a supplement to Northern Michigan’s Magazine, "Traverse". Their article, Socially Responsible Investments, focuses on the firm’s socially...
The deadline for establishing a new SIMPLE IRA Plan for the 2018 plan year for an existing employer is October 1, 2018. The Summary Description and Participant Notice to Eligible Employees is available in the SIMPLE IRA Plan Employer Kit...
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 September. First Name Last Name Affiliation Date Years Stephen Attar 9/8/05 13 John...
Hi everyone!, Jeff Lanza, a former FBI Special Agent who investigated various cybercrime and spoke at our Terranea conference, has graciously shared these cybersecurity handouts with us. You may distribute these handouts to your clients, but please do not modify them in any...
Many things are important to us at Western, including giving back to our community and being socially and environmentally responsible. As part of ongoing programs, Western is sponsoring the cleanup of a stretch of highway near our home office in...
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. |
