In Their Words

Our people’s thoughts on Independent Thinking.


“Working with Cadaret Grant is like working with family. I can’t imagine being anywhere else.”

– Frank D., Lancaster, Pennsylvania

“Cadaret Grant offers the best of both worlds — small firm personal touch, large firms resources.”

– Harry W., Red Bank, New Jersey

“Cadaret Grant fits me perfectly. I have worked at a major wirehouse, and the personal touch at Cadaret Grant is incomparable.”

– Barbara M., Jericho, New York

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.