Employee Testimonials

In our employees’ words…


“I joined Cadaret Grant in 2006, and since then I have truly advanced in my career. I met my best friend here, and we get to work together every day, enjoying what we do and making Cadaret, Grant better.”

– Kara Haggins, Marketing

Katie Richter

“Cadaret Grant has all the benefits of a large-scale corporation, but the familiarity of a small-scale company.”

Katie Jweid, Human Resources


“Cadaret Grant has afforded me the opportunity to expand my knowledge of the industry and my career has evolved based on my interests and passions.”

– Diana Daly, Investment Solutions


“Other companies don’t offer the guidance and individualized leadership that Cadaret Grant gives employees. We are expected to mentor our coworkers and help each other excel.”

– Andy Szymanowski, Information Technology


“Cadaret Grant is about more than work. The people I interact with and what we accomplish give me a sense of pride at the end of the day – we are all contributing.”

– Jennifer Hayes, Operations

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.