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Brian Bichler

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Brian Bichler

Co-Head Financial Institution Channel | Atria Wealth Solutions

New York, New York, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Brian Bichler

Work Experience

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Co-Head Financial Institution Channel at

Atria Wealth Solutions

February 2023 - Present

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Head of Platform Experience - Managing Director at

Atria Wealth Solutions

January 2018 - Present

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Head of Advisor and Marketing Platforms at

Morgan Stanley

June 2014 - December 2017

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Managing Partner - Wealth Management at

Knowledgent

January 2010 - June 2014

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Chief Information Officer - Wealth Management at

Zions Bank

February 2008 - January 2010

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Contango Capital Advisors - Head of Advisor Platforms at

Zions Bank

January 2005 - March 2008

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PWM Product Manager at

Goldman Sachs

January 2003 - January 2004

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Platform Strategy - Director at

Morgan Stanley

January 2000 - January 2003

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Trading Desk at

Morgan Stanley

January 1999 - January 2000

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Equities Trader at

Fidelity Investments

January 1998 - January 1999

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Brian Bichler

Education

The University of Utah

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

mail

*************@atriawealth.com

Colleagues

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Paige Wharton Sphr

Vice President, Human Resources (Talent, Culture, HRBPs)

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Skott Mckinney

Head of Digital Marketing

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Suresh Joseph

Executive Director, Head Of Application Development

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Jason Peters

Vice President, Project Management

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Eugene Elias

Chief Operating Officer and Founding Partner, Atria Wealth Solutions

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Andrew Kuo

Executive Director

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Kevin Beard

Chief Growth Officer and Founding Partner, Atria Wealth Solutions

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Grant Cox

Executive Director, Head of Marketing Communications

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Guruprasad Sreedhar

Technical Lead, VP

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Ryan Tingey

Executive Director

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