Andy Szymanowski

As Head of IT Infrastructure, Andy is responsible for overseeing the management of internal technology supporting back office processes. Responsibilities cover a wide range of systems including servers, workstations, printers, and networking equipment. Maintaining over fifty servers and two hundred workstations along with security initiatives keeps the department extremely busy.

Andy has a bachelor’s degree in Information Technology from Rochester Institute of Technology and has been a part of the Cadaret Grant family since 2002. He is a graduate of the Dale Carnegie Skills for Success course.

“Our team works behind the scenes to ensure that when the doors open, we’re ready to do business. Our goal is to ensure that employees and advisors have technology tools ready at their fingertips.”

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.