We hope you all had a wonderful, safe and fun Halloween. The folks in Western’s Home Office in Pasadena, CA celebrated Halloween with a Harry Potter themed day. A great time was had by all, complete with Hogwarts décor, costumes,...
Some of you may not recognize Western’s Team members if you haven’t been to a conference or been able to visit us in Pasadena. For the next few days, we will be featuring photos taken at our Annual Family Day. ...
Join us for an exciting event sponsored by Producers Choice, hosted by Nick Bernatowicz and Brad Shepard Thursday, November 15, 201810:00 a.m. to 1:30 p.m.Lunch will be served at 1:00 p.m. Nick Bernatowicz, CLTC® - Producers Choice Sales Associate and...
Enjoying a nice lunch with Don are the Browns: Western Advisors and owners of Brill Securities... ...in New York City. Boy, Don, you’re really taking that light eating seriously. Where’s your lunch?
Brook Capital is one of the newest groups to join the Western family. As part of the transition process, Mary Daniel, our Director of Cashiering, has been visiting the lovely offices of Brook Capital in Milwaukee, Wisconsin. Letha, Ramu, Gabby,...
Early mornings are always time for coffee, but the last Friday of the month is a BIG coffee day for us at the WIS Corporate office. Everyone gets to choose... ...their favorite beverage (its’ Pumpkin Spice Latte time, right?) and...
Yazmin began her career as a receptionist for Financial West Group, gaining experience in accounting and commissions, mutual fund direct processing, and ending up supporting new accounts. Originally, Yazmin came to Western in August of 2017, and we loved …...
We are excited to announce that Western is integrating Microsoft Single Sign-On to our website, Wisdirect.com. This new feature will allow advisors and team members to access these sites through wisdirect.com without entering more passwords. Black Diamond Emoney WIS Connect...
Larry Lazar, Andrew Kuo, Andrea Brown, and John Holmquist Don Bizub, Brad Kaiser, Ramu Ramiah and Dave Bibo
Reps Lisa Nouchi Linda Waenker and family Don Bizub and Andy Gitipityaton and guest
Nothing better than enjoying great food with friends and family! Patrick Egan and familyIlma, Ola and Ifa Ayla Bizub, Rinaldo Ritonga, Phylis Kochavi, Doron KochaviDon Bizub, Letha Joseph, Ramu Ramiah Letha and Ramu just joined us. They're with Brook Capital...
One of our most popular events! Everybody loves Food Truck night at the conference!
Team Members at Western take this annual opportunity to get out of our suits and don something just a bit different on Halloween. If you happen to drop by … ...during our annual potluck and costume contest event on the...
Tom O’Connell, Western’s Director of New Business Development, was thrilled to get his picture with Terry Bradshaw taken at ….. ...our National Conference at Terranea recently, If you haven’t received yours yet, they are being delivered by Terry’s publicity team...
35 years ago this month, Don Bizub started on his journey toward excellence and received his very first award in... Customer Care. Don was only a Freshman at Cal Poly in 1983, but he apparently had already been developing some...
The 15th annual National Cybersecurity Awareness Month (NCSAM) is here! Week 4: Educating Your Clients While you may be taking all the necessary steps to protect your firm from cyber fraud, we encourage you to consider developing an ongoing communications...
With upward revisions to the natural rate, it looks like the Fed may still have plenty more wood to chop… Read more in the attached >>> Mind The Gap
As pet parents, we’re always balancing places we want to go and caring for our fur babies. No need at Western. Dogs are always welcome at... ...WIS conferences, and even get their own red carpet shots. Shown here at Terranea,...
The 15th annual National Cybersecurity Awareness Month (NCSAM) is here! Week 3: Actions for Advisors to Consider Technologies are constantly evolving—including those used by criminals. Ask yourself: Are your security policies and procedures keeping up? Consider the following precautionary...
Americans are contributing twice as much to their adult children as they are to retirement, according to a new study. U.S. parents spend... $500 billion annually supporting and giving to their adult children aged 18 to 34, double the amount...
Thomson Reuters Eikon is offering a financial analysis desktop and mobile solution for Financial Advisors. See the information below about how this new tool can … … support you and your practice. If you are interested in acquiring Eikon, please...
Jurrien Timmer, Director of Global Macro at Fidelity, has provided a white paper entitled Crunch Time for Emerging Markets. He points out that… while the last emerging-markets rout was rescued by the Fed, with the financial turmoil hitting Turkey, a...
The 15th annual National Cybersecurity Awareness Month (NCSAM) is here! Week 2: Types of Fraud After gaining access to an investor’s personal information, cyber criminals can use it to commit various types of fraud. Here are five areas of fraud...
The deadline to process a re-characterization of a conversion or contribution made for 2017 is October 15, 2018. The deadline to process a ROE for a contribution made in 2017 is October 15, 2018. Premier Select Retirement Accounts – Re-characterizations of...
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. October 2018 WIS Anniversaries First Name Last Name Affiliation Years Michael...
You know we’re always up for parties at Western! This year our annual Family Fun Day was held at the Los Angeles Zoo. This Summer (or sometimes Fall) event celebrates our fabulous Team Members, and also recognizes the support of...
Bedoor comes to Western with over sixteen years of experience in the securities industry. Prior to joining WIS, she worked in the Mortgage Backed Securities Operations at Incenter Securities Group. By working over the years in the back and middle...
The 15th annual National Cybersecurity Awareness Month (NCSAM) is here! October 1st will kick off this month-long campaign devoted to ensuring that you and your clients are protected from Cyber Fraud. Week 1 - Our first post focuses on understanding what you’re dealing...
Many of you attending our National Conference stopped by for a photo opportunity with our Keynote Speaker, Terry Bradshaw. Those photos are currently in distribution. According to Megatel Capital (MCI), who was in charge of distributing the photos, many...
WASHINGTON (Reuters) - The Trump administration will send a message to all U.S. cellphones on October 3rd to test a previously unused alert system that aims to warn the public about national emergencies. The messages will bear the headline...
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. |
