In an effort to follow CDC recommendations regarding the coronavirus (COVID-19), we will be foregoing in-office Advisor Forums until further notice. (more…)
We are excited to announce that WIS is working together with MyRepChat to provide an SEC and FINRA compliant text messaging system (more…)
As part of our mission to minimize our carbon footprint here at WIS, our cashiering team has done away with paper entirely! (more…)
How did the world’s media characterized last week’s sharp drops on financial markets as the threat from coronavirus (COVID-19) became clear? (more…)
The U.S. markets saw a drastic decline on Monday, March 9. We are monitoring the situation closely and as a commitment to (more…)
What are you doing this weekend? Maybe it's time to get those donations ready for the WIS Working Wardrobes Drive! (more…)
The third and final day of the highly anticipated Lake Tahoe Symposium began with a networking breakfast (more…)
As a reminder, Pershing recently started a e-Delivery Enrollment Campaign. The campaign is an effort to increase adoption of electronic delivery (more…)
In this edition of Inside WIS, we get to know Isela Ortega-Wu and Courtney Valek, who make up our Anti-Money Laundering team. (more…)
Tuesday's fun-filled ski trip was followed by a welcome reception in the evening at Hyatt Regency Lake Tahoe and dinner (more…)
As you may be aware, we are constantly improving our platform and although some changes are small, others are more (more…)
The 10th annual Lake Tahoe conference kicked off with a group ski outing at Northstar California Resort. After hitting the slopes, (more…)
“Shark Tank” star Barbara Corcoran was reportedly taken for almost $400,000 after her office was the victim of an email phishing (more…)
WIS Advisors – Fidelity Custody and Clearing offers No Transaction Fee (NTF) mutual funds and Exchange Traded Funds (ETF) through (more…)
The WIS Advisory team has recently made updates to the Investment Management Agreement (more…)
We are delighted to announce the arrival of son Rayan Alexander to our new advisor Alison Vento and her husband (more…)
Western will offer a series of training sessions, March 17, 2020, March 24, 2020, and March 31, 2020, beginning at 1:30 pm PST, to provide guidance on (more…)
Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (more…)
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. |
