Diana Daly

Diana joined Cadaret Grant in 2005. She is responsible for supporting the development and expansion of our relationships with product and advisory-related partners, which includes raising financial professional awareness of value-added partner solutions. She will also coordinate with the Investment Solutions and Advisory Services teams to ensure that all aspects of our new Partners Program are successfully implemented for each partner across the franchise.

“Having joined in 2005, I feel very grateful to have grown professionally with the firm and been able to develop my financial and marketing knowledge to help financial professionals grow their business. Over the years, I have been fortunate enough to have made lifelong friendships with my colleagues. It is my priority to make the financial professional experience positive, welcoming, helpful, and personalized so that they, too, feel like family.”

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.