Kevin Makowski

Over the past 30 years, Kevin has enjoyed observing the ever-evolving financial services industry, which has changed significantly since he became Cadaret Grant’s (only) cashier in 1987.

Today, the Cashiering Department is staffed by eight people and transacting business continues to change. In addition to supervising the Cashiering Department, he also coordinates processing changes with Pershing. Currently, all money and security movement transactions within Pershing accounts are processed by our Cashiering staff, which has dramatically reduced processing times.

“Our industry is ever-changing. It constantly offers new learning opportunities and situations requiring creative thinking. It’s never the same day twice.”

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.