Oksana Savich

Oksana is responsible for managing Advisory Support and oversees advisory platform support, services and functionality across the enterprise. Oksana joined Cadaret Grant in 2013 and has managed Advisory Operations for the past 5 years. Her in depth advisory experience working with various platforms, financial professional and support staff places her in the ideal position to continuously improve our platform support moving forward.

Oksana received a bachelor’s degree in International Relations with minors in Finance and Economics from Syracuse University. She has 14 years of industry experience, most recently in the private wealth management division of Goldman Sachs.

“Leading the firm through our transition to Black Diamond and helping financial professionals discover all of its capabilities makes each day more interesting than the one before it.”

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.