Atria Makes Executive Changes | FA Staff

January 27, 2023

Kevin Mummau and Brian Bichler have been appointed co-heads of Atria Wealth Solutions’ Financial Institution channel, Atria announced yesterday.

The two will be responsible for Atria’s bank and credit union-based financial advice business through CUSO Financial Services and its sister broker-dealer, Sorrento Pacific Financial, Atria said. Atria is a wealth management holding company based in New York City.

For more than 20 years, Mummau has built growth in the two firms, most recently as chief relationship officer overseeing the firms’ relationship management team, managed investment programs and program development initiatives across several hundred credit union and bank program clients, Atria said.

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