Richard Hayes

Rick worked for JP Morgan Chase for 16 years before joining Cadaret Grant in 2005, As Vice President, Head of Data Solutions, Rick oversees the current data activities at Cadaret Grant while helping to develop and execute on the broader data strategy for the enterprise. This involves data integration, business intelligence reporting, advanced analytics, and data visualization. Rick enjoys learning and improving processes. His knowledge and career experience offer insights into new ways to streamline procedures and enhance efficiencies.

“Ensuring that our processes are as efficient as possible and working with employees to improve them is a challenge I enjoy.”

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.