Douglas Ketterer

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60 year

Finance

Consumer Services

Profile

Douglas John Ketterer was the founder of Atria Wealth Solutions, Inc., founded in 2017, where the title held was CEO, Director & Founding Partner.
Former jobs include President & Chief Executive Officer at Cadaret, Grant & Co., Inc. from 2018 to 2025, Director at Managed Futures Premier Energy Fund LP, Director at Ceres Tactical Systematic LP, Managing Director at Morgan Stanley Smith Barney LLC in 2010, and Director at Financial Services Institute, Inc. Education includes an MBA from New York University conferred in 1994 and an undergraduate degree from State University of New York at Albany conferred in 1987.

Former positions of Douglas Ketterer

Companies	Position	End
Cadaret, Grant & Co., Inc. Cadaret, Grant & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services	Chief Executive Officer	30/04/2025
Financial Services Institute, Inc.	Director/Board Member	07/01/2025
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	29/06/2010
Atria Wealth Solutions, Inc. Atria Wealth Solutions, Inc. Investment ManagersFinance Provides wealth management and financial advisory services	Founder	-
Ceres Tactical Systematic LP Ceres Tactical Systematic LP Investment Banks/BrokersFinance Engages in speculative trading of commodities	Director/Board Member	-

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Training of Douglas Ketterer

Experiences
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Linked companies

Private companies	8
Managed Futures Premier Energy Fund LP Managed Futures Premier Energy Fund LP Investment Banks/BrokersFinance Provides speculative trading of a diversified portfolio of commodity interests services	Finance
Ceres Tactical Systematic LP Ceres Tactical Systematic LP Investment Banks/BrokersFinance Engages in speculative trading of commodities	Finance
Cadaret, Grant & Co., Inc. Cadaret, Grant & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
State University of New York at Albany State University of New York at Albany Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Financial Services Institute, Inc.
Atria Wealth Solutions, Inc. Atria Wealth Solutions, Inc. Investment ManagersFinance Provides wealth management and financial advisory services	Finance