Jennifer Hayes

Jennifer’s career in customer service includes over 20 years in the insurance arena. As Vice President, Operations, she oversees the employees in Agency, New Accounts Processing, and New Business Processing, ensuring that they provide outstanding service to representatives. She is responsible for resolving complicated operational issues, special projects, and documenting department procedures. Jennifer researches processes within the department and makes recommendations to streamline and gain efficiency. She monitors quality control to ensure trades are placed in an accurate and timely fashion. Jennifer upholds the performance standards of the department by training staff and evaluating performance.

“My goal is to ensure that representatives are receiving the best services in the most timely fashion. Managing a cohesive team is the first step in bringing superior customer service to fruition.”

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.