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Brian Bichler
Brian Bichler
Co-Head Financial Institution Channel | Atria Wealth Solutions
New York, New York, United States
Brian Bichler
Summary
Brian Bichler is a seasoned financial services executive with a robust background in alternative investments and asset management. Currently serving as Co-Head of the Financial Institution Channel and Head of Platform Experience at Atria Wealth Solutions, he has a proven track record of leading digital transformations and enhancing client experiences across various financial platforms. His extensive experience includes key roles at renowned institutions such as Morgan Stanley and Goldman Sachs, where he focused on optimizing operational efficiencies and implementing innovative wealth management solutions. Brian's expertise spans technology integration, business strategy, and executive management, making him a pivotal figure in the financial services industry. He is passionate about developing tailored investment programs that meet the unique needs of credit unions and banks. With a strong commitment to leadership and innovation, Brian continues to drive success in the financial sector.
Brian Bichler
Work Experience
Co-Head Financial Institution Channel at
Atria Wealth Solutions
February 2023 - Present
Head of Platform Experience - Managing Director at
Atria Wealth Solutions
January 2018 - Present
Head of Advisor and Marketing Platforms at
Morgan Stanley
June 2014 - December 2017
Managing Partner - Wealth Management at
Knowledgent
January 2010 - June 2014
Chief Information Officer - Wealth Management at
Zions Bank
February 2008 - January 2010
Contango Capital Advisors - Head of Advisor Platforms at
Zions Bank
January 2005 - March 2008
PWM Product Manager at
Goldman Sachs
January 2003 - January 2004
Platform Strategy - Director at
Morgan Stanley
January 2000 - January 2003
Trading Desk at
Morgan Stanley
January 1999 - January 2000
Equities Trader at
Fidelity Investments
January 1998 - January 1999
Brian Bichler
Education
January 1970 - January 1970
University of Utah - David Eccles School of Business, Bachelors
January 1970 - January 1970
Frequently Asked Questions about Brian Bichler
What is Brian Bichler email address?
Brian Bichler's primary email address is *************@atriawealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Brian Bichler work for?
Brian Bichler is a Co-Head Financial Institution Channel at Atria Wealth Solutions, a company specializing in Monetary Authorities-Central Bank.
Where Brian Bichler graduated from?
Brian Bichler holds a degree in from The University of Utah.
How can I directly contact Brian Bichler?
To contact Brian Bichler directly, you can use the email address *************@atriawealth.com. Complete contact information is available upon registration with Muraena.
Who is Brian Bichler?
Brian Bichler is a seasoned financial services executive with a robust background in alternative investments and asset management. Currently serving as Co-Head of the Financial Institution Channel and Head of Platform Experience at Atria Wealth Solutions, he has a proven track record of leading digital transformations and enhancing client experiences across various financial platforms. His extensive experience includes key roles at renowned institutions such as Morgan Stanley and Goldman Sachs, where he focused on optimizing operational efficiencies and implementing innovative wealth management solutions. Brian's expertise spans technology integration, business strategy, and executive management, making him a pivotal figure in the financial services industry. He is passionate about developing tailored investment programs that meet the unique needs of credit unions and banks. With a strong commitment to leadership and innovation, Brian continues to drive success in the financial sector.
Brian`s contact details
*************@atriawealth.com
Colleagues
Vice President, Human Resources (Talent, Culture, HRBPs)
Head of Digital Marketing
Executive Director, Head Of Application Development
Vice President, Project Management
Chief Operating Officer and Founding Partner, Atria Wealth Solutions
Executive Director
Chief Growth Officer and Founding Partner, Atria Wealth Solutions
Executive Director, Head of Marketing Communications
Technical Lead, VP
Executive Director