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).

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