Time is running out to register for Atria’s inaugural Women’s Summit on January 13-14, 2021! Register now (more…)
The U.S. Department of Health and Human Services Office of Inspector General is alerting the public about fraud schemes (more…)
Ready to get the most out of Thomson ONE? Enroll in an upcoming online course today! (more…)
Question we are answering in this video: What should I do if I receive a business text on my personal number rather than my MyRepChat number? (more…)
The end of 2020 is almost here. With the end of the year come certain retirement account deadlines. (more…)
Tip: Decide who your ideal clients are so you can build your entire business around them. (more…)
One year ago from this past Sunday (December 20, 2019), President Trump signed into law the SECURE Act. At that time, virtually no one had (more…)
Thank you to San Jose WIS rep Mike Bernier for sending in your holiday card! (more…)
Don’t miss out on the opportunity to attend Atria’s inaugural Women’s Summit on January 13-14, 2021. (more…)
On this week's Tech Hangout, we're teaming up with Doug Drenckpohl of MyRepChat who will be walking us through (more…)
Pershing is committed to providing your clients with complete, accurate and easy-to-understand brokerage account and tax reporting. (more…)
Happy Howlidays from Indie, Olive and Hank, the stylish and festive pooches of Portland WIS rep Steve Brown (more…)
Join your female peers from across the Atria family at the inaugural Women’s Summit on January 13-14, 2021. (more…)
In the spirit of the upcoming Christmas holiday, the WIS home office team hopped on a quick Zoom call together earlier this morning. (more…)
The clock is ticking if you are considering converting your Traditional IRA to a Roth IRA in 2020. More IRA owners are making this move (more…)
Question we are answering: what is the major difference between email and a text message today? (more…)
You are cordially invited to Atria Wealth Solutions' (Atria) inaugural Women’s Summit on January 13-14, 2021. (more…)
Fidelity has introduced an enhancement on Wealthscape and Wealthscape Investor to show net amounts for share in-kind (more…)
Tip: Tapping new markets takes just five steps. The best advisors have access to multiple markets or sources of business that generate (more…)
Thank you to Pasadena WIS rep Trevor Kleineahlbrandt for sending in your family photo! We invite all members of the WIS community (more…)
As part of Pershing’s continued “Go Digital” efforts, Pershing will discontinue the physical mailing of retirement account maintenance fee invoices (more…)
A heartfelt congratulations to Manny Vega of our Transition Team on getting married to his now wife, Gen, earlier this month. (more…)
Thank you to Oakland WIS rep Steve Wilkinson for sending in your family photo! (more…)
Tip: Mobilizing your message will grow your business in 2021. (more…)
The question we are answering in this video is: Is MyRepChat, or texting in general, a valuable line of communication for my practice? (more…)
Thank you to San Jose WIS rep Mark Larkin for sending in your family photo! (more…)
At NO COST to you! MyRepChat is the business texting partner selected by WIS. The platform offers compliant texting to prospects (more…)
Kendall Miller, Customer Success Manager at Refinitiv, will be teaching three of the Thomson One (more…)
Mark your calendars! The Black Diamond Team will be joining us next week for a special edition of our tech podcast. (more…)
Our recent conferences and practice management outreach have challenged you to Reimagine the Possibilities. In this issue of The Edge, (more…)
Season's Greetings from West Hollywood WIS rep Andrew Martz, wife Theresa and children Maverick (far left) and Monroe (more…)
If you were unable to join our call with Dale Brown, president and CEO of the Financial Services Institute (FSI), it’s not too late to listen (more…)
Thanksgiving is behind us, and the end of the year will be here soon. (Many of us are truly thankful for that!) (more…)
Joining us today is Richard Boone, President of IDEAL Plan Coaching, who will be discussing his new weekly column on the WIS Blog (more…)
The Kochavi Family is pictured together here at the wedding of Pasadena WIS rep Doron and wife Phyllis' daughter, Dani, (more…)
Sydney-based hedge fund Levitas Capital recently shut down after a fake Zoom e-mail phishing attack resulted in multiple fraudulent (more…)
Featured on the far right is Dennis DeYoung, CFP, a Los Angeles-based WIS rep. This photo was taken at his daughter's wedding (more…)
Tip – Attracting the right clients is like fishing – you need the right bait. (more…)
The most wonderful time of the year is officially here and many of us are beginning to send greeting cards to our loved ones. (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. |
