Doug Ketterer is the CEO and Founding Partner of AtriaWealth. Doug was previously the Head of Strategy and Client Management for Wealth Management at Morgan Stanley from January 1990 to December 2015. In their role at Morgan Stanley, Doug focused on the wealth management division’s overall strategy and supporting client relationships, interfaces and touch points, and various segments deemed to have the fastest growth potential.
Doug has over 25 years of experience in the financial industry, and they are a thought leader in the field of wealth management. Doug is a frequent speaker at industry events, and they have been featured in numerous publications, including The Wall Street Journal, Financial Times, and CNBC.
Doug Ketterer has a Master of Business Administration (MBA) from NYU Stern School of Business, and a bachelor's degree in finance from University at Albany, SUNY.
Some individuals on their team include John Reinhardt - Chief Technology Officer, Atria, Travis Grimm - Head of Program Management, Atria, and Kevin Beard - Chief Growth Officer & Founding Partner.
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