Atria Wealth Options Appoints Kevin Mummau and Brian Bichler as Co-Heads of Atria’s Monetary Establishment Channel to Drive Ongoing Progress Technique Throughout

Atria’s Head of Monetary Establishment Channel, Valorie Seyfert, set to retire at finish of February

NEW YORK, Jan. 26, 2023 /PRNewswire/ — Atria Wealth Options, Inc. (Atria), a wealth administration options holding firm, at present introduced that Kevin Mummau and Brian Bichler have been appointed Co-Heads of Atria Wealth Options’ Monetary Establishment channel with direct duty for CUSO Monetary Providers (CFS) and its sister broker-dealer Sorrento Pacific Monetary LLC (SPF). Of their new roles, they’ll lead this channel in persevering with the agency’s unwavering dedication to creating and customizing funding applications for credit score unions and banks.

For greater than 20 years, Mr. Mummau has been the driving power behind CFS/SPF’s strategic progress providing, most not too long ago as Chief Relationship Officer overseeing the agency’s relationship administration group, managed funding applications and program growth initiatives throughout a number of hundred credit score union and financial institution program shoppers.

Mr. Bichler, previous to this appointment, was Head of Platform Expertise at Atria, the place he led the design and rollout of many CFS/SPF initiatives, together with the award-winning monetary skilled platform Unio and end-client portal and cell software Clear1, and drove many aspects of the agency’s service and assist providing. He brings greater than 25 years of expertise in monetary companies to his new function and beforehand held varied govt positions, together with Govt Director of Platform Technique and Head of Advisor and Advertising Platforms at Morgan Stanley and Chief Data Officer of Wealth Administration at Zions Financial institution.

Doug Ketterer, CEO and Founding Associate of Atria, mentioned, “Brian and Kevin are confirmed leaders and, as Co-Heads of our Monetary Establishment channel, their expertise, data and long-standing relationships will strengthen our dedication to monetary establishments and their members and shoppers. Each carry deep expertise, a monitor document of considerate innovation and powerful consumer relationship expertise to their new roles. Coming off a document income yr in 2022, Atria has bold objectives for our Monetary Establishment channel this yr and past. Brian and Kevin are the fitting leaders to steer this channel for us, and the breadth and depth of their mixed expertise and expertise can have a big impact on our enterprise and that of our shoppers.”

Concurrent with Messrs. Mummau and Bichler’s appointment, Valorie Seyfert, Head of Atria’s Monetary Establishment channel and Co-Founder and President of CFS/SPF, has introduced her retirement. Ketterer mentioned, “We’re so very lucky for Valorie’s management over the previous 26 years. Within the truest sense of the phrase, she was a trailblazer for this trade and our agency. We now have thrilling plans for the way forward for CFS/SPF, and her legacy of perception, experience and dynamism can have an enduring impression on the agency, our monetary establishment companions and our trade for many years to come back.”

About Atria Wealth Options

Atria Wealth Options, Inc. (Atria), headquartered in New York Metropolis, is a wealth administration options holding firm targeted on delivering a transparent path to the way forward for monetary recommendation for monetary professionals, monetary establishments and their shoppers. Atria’s broker-dealer and RIA subsidiaries, situated all through the U.S., empower monetary establishments and unbiased monetary professionals with a classy set of instruments, companies and capabilities that deepen consumer relationships and maximize efficiencies of their practices.

Atria operates the next unbiased wealth administration subsidiaries that present brokerage and advisory companies: Cadaret Grant & Co., NEXT Monetary Group, Western Worldwide Securities, SCF Securities, CUSO Monetary Providers, and Sorrento Pacific Monetary. Atria’s subsidiaries collectively assist practically 2,500 monetary professionals and roughly $100 billion of belongings below administration. For extra data, please go to atriawealth.com.

About CUSO Monetary Providers, LP and Sorrento Pacific Monetary LLC

Established in 1997, full-service, sister dealer sellers CUSO Monetary Providers, L.P. and Sorrento Pacific Monetary LLC (Members FINRA/SIPC) present personalized funding and insurance coverage options to over 200 monetary establishments all through the nation, with over $30 billion in AUA. Headquartered in San Diego, with department workplaces nationwide, each dealer sellers are SEC Registered Funding Advisers, with experience in key areas together with retirement companies, wealth administration, advisory options and insurance coverage merchandise for each people and enterprise clients. For extra data, go to cusonet.com.

CONTACT INFORMATION
Haven Tower Group
Julian Arenzon
424 317 4861
[email protected]

SOURCE Atria Wealth Options