Morgan Stanley, AIG Advisor Group Execs Form New Wealth Management Firm
Financial Advisor
August 2, 2017
Two executives from Morgan Stanley and one from AIG Advisor Group have left to form a new wealth management firm that is buying two broker-dealers with more than $30 billion in assets under advisement.
Doug Ketterer, former head of field management at Morgan Stanley; Eugene Elias, former head of client and advisor platforms at Morgan Stanley; and Kevin Beard, former head of acquisition and recruiting strategy at AIG Advisor Group announced today they have formed a wealth management holding company, New York-based Atria Wealth Solutions.