Atria Wealth Solutions

Providing a Differentiated Experience

 
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Atria was formed to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment.


 

Atria believes that while many wealth management firms’ services and products are or will become commoditized, there is a significant opportunity to be an innovative provider of wealth management solutions for the future that will create a differentiated experience for both financial advisors and their clients.

As the needs and demands of financial advisors are rapidly changing, so are the needs of their clients. Atria's subsidiaries and their advisors will be committed to fulfilling the needs of end clients by providing them with choice, access and transparency. Capabilities and features are combined into a holistic integrated solution for both financial advisors and their end clients.

 
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Executive Team

 
 
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Doug Ketterer  |  Chief Executive Officer and Founding Partner

Doug Ketterer is the Chief Executive Officer and a founding partner of Atria Wealth Solutions, a modern wealth management solutions holding company launched in 2017. Based in the company’s New York City office, Doug has overall responsibility for Atria including driving its strategy and positioning for long‐term growth. With more than 25 years of experience in wealth management, Doug brings insight, passion and proven experience to lead the company.

Doug’s client and financial industry experiences have fostered a deep appreciation and belief in the value of personal, customized advice. Along with two partners, he founded Atria as a modern wealth management solutions holding company whose subsidiaries will provide a next generation set of services and capabilities that support growth and enable financial advisors to prosper in a digitally connected and evolving financial landscape.

Prior to founding Atria, Doug spent most of his career at Morgan Stanley where he successfully led the entire U.S. financial advisor and branch office network as the Head of Field Management and ran its Private Wealth Management business which focuses on UHNW clients. In addition to these roles, he held multiple leadership positions within Morgan Stanley’s wealth management division, including overseeing the entire product and services organization as well as creating the strategy and client segmentation organization. Beyond his wealth management experience, Doug was a key executive in Morgan Stanley’s asset management division and spent many years in investment banking.

He is a sought‐after thought leader and has been quoted in publications including the Wall Street Journal, Financial Times and Reuters. He holds an MBA from New York University’s Stern School of Business and an undergraduate degree from the University at Albany.

Doug was born and raised in New York and is a rabid sports enthusiast, loves the outdoors and is a huge fan of ‘80s and ‘90s rock 'n roll music. He and his wife Jenean are blessed to have three wonderful children. He is a big believer in giving back and is the president and co‐founder of a 9/11 Memorial Fund providing scholarships to college undergraduates in financial need.


 
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Eugene Elias, Jr.  |  Chief Operating Officer and Founding Partner

Eugene Elias, Jr. is the Chief Operating Officer and a founding partner of Atria Wealth Solutions, a modern wealth management solutions holding company launched in 2017. Based out of the company’s New York City office, Eugene is responsible for the firm’s overall platform strategy for technology, operations, communications, and transition management. He has more than 20 years of experience running wealth management businesses, technology and operations.

Prior to founding Atria, Eugene was responsible for Morgan Stanley’s client and advisor platforms, leading key initiatives such as the rollout of the client‐facing mobile applications and redesign of the advisor workstation and client website. Eugene spent six years in Europe running Morgan Stanley’s international technology platform for their EMEA and Asian International Private Wealth Management businesses. Eugene was also the CIO of Zions Bancorporation’s newly created wealth management unit, Contango Capital Advisors, where he designed and implemented the business’ operating platform.

Eugene is proud to have started his career as a financial advisor as it provides him with a unique perspective into creating solutions that meet their needs. Eugene has spent his career focused on deepening advisors’ relationships with digital tools that allow them to be more efficient and grow their practices. In keeping with that focus, Eugene, along with his two partners, founded Atria as a modern wealth management solutions holding company whose subsidiaries will provide a next generation set of services and capabilities that support growth and enable financial advisors to prosper in a digitally connected and evolving financial landscape. He holds an undergraduate degree from Appalachian State University and a Master of Arts from American University.

Eugene lives in Connecticut with his wife Vanessa and their three lovely daughters. He spends the winter season skiing and cooking, and in the summer can be found tending his vegetable garden, camping, hiking and playing tennis.


 
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Kevin Beard  |  Chief Growth Officer and Founding Partner

Kevin Beard is the Chief Growth Officer and a founding partner of Atria Wealth Solutions, a modern wealth management solutions holding company launched in 2017. Kevin is responsible for identifying acquisition opportunities and overseeing the business development and recruiting departments of Atria’s affiliates. He has more than 20 years of experience in financial advisor recruiting, business development and IBD acquisitions.

Prior to founding Atria, Kevin served as the Executive Vice President, Recruiting and Acquisition Strategy for AIG Advisor Group. In that role, he was responsible for developing the firm’s advisor recruiting strategy and leading the comprehensive planning process for all acquisitions. Kevin led numerous IBD platform acquisitions and established a successful advisor recruiting team within the firm. Before joining 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 which assisted financial advisors and asset managers with distribution needs, and Beard Management Inc., a wealth management consulting firm. Kevin attended Kent State University in Kent, Ohio.

He currently lives in Ohio with his wife Andrea and their three incredible daughters. Kevin is active in his church and various charitable causes with a focus on arthritis and education. In his spare time, he enjoys being with family and friends and cheering for his favorite Cleveland sports teams – the Cavaliers, Indians and Browns.