Trisha Tymkiw

As Executive Director, Financial Planning & Analysis, Trisha focuses on developing and implementing enhanced reporting and analysis throughout the enterprise. Trisha supports the operational and regulatory affairs establishing procedural stability and corporate controls while nurturing productivity and collaboration among various departments. Trisha has been instrumental in supporting the company’s operational and regulatory affairs.

Trisha has a bachelor’s degree in accounting and finance from Dominican University and has worked for the company since 1998.

“Ensuring that the company’s internal procedures are operating with precision and 100% accuracy is an ongoing challenge that I look forward to meeting each day.”

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.