Atria Appoints New Co-Heads Of Financial Institution Channel
Wealth Solutions Report | Janeesa Hollingshead
January 31, 2023
Atria Wealth Solutions announced the appointment of Kevin Mummau and Brian Bichler as Co-Heads of the firm’s Financial Institution channel, managing San Diego-based broker-dealer subsidiaries CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF), which provide investment and insurance solutions to over 200 financial institutions, with over $30 billion in assets under administration (AUA).
