Harness Technology

For financial professionals, office technology needs to be convenient, useful and most importantly, build business.

With that in mind, Cadaret Grant has customized a technology platform that lets you do what you do best – help your clients meet and exceed their financial goals – without delay or distraction. Cadaret Grant Advantage (our proprietary suite of customizable software) lets you use technology as much or as little as you want, with a full-time support desk that assists every step of the way. From one-on-one tutorials to individual office visits, we never let technology sidetrack you or your staff from the more important business of reaching out to clients and serving them better.

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.