Brian "Fitz" J. Fitzgerald Email & Phone Number

Berwyn, Pennsylvania, United States

As CEO of Cloudvisor Wealth, I'm privileged to be leading the introduction of this groundbreaking technology to the US market. Cloudvisor's “Digital Associate” is an industry revolutionizing Wealthtech SaaS disruptor, transforming Practice Management for RIAs and Retirement. The first Digitally Automated Practice Management Platform for Advisors with the ability to EXECUTE full end-to-end process for Advisors. Managing clients at a Household level driven by a highly customizable “policy-based” platform.

United States

Executive Forum is a highly engaged community of executives from leading corporations who share a passion for "what's next" to drive the business growth of tomorrow. Since it's formation in 1995, The Executive Forum has grown to over 400 members who are the top-most leaders at market moving companies, run portfolios for the most innovative PE firms and serve as directors on boards- public and private and non-profit. Admissions to the Executive Forum is based upon a rigorous nomination and review process. By design, approximately half of the EF members are Pesident/CEOs, and the other are at the COO, CFO, CMO, CIO.

Wayne, Pa

Created an Outsourced Institutional Strategy & Distribution firm serving Institutional boutique Asset Managers, specialized in unique access to the niche Bank/Wealth channel. A functional CCO/CRO supporting all revenue related functions of a firm incorporating; market strategy, messaging, vehicle formation and distribution, support optimizing existing sales and client servicing team productivity.

Drove the firm's entry into the new Bank segment from strategy design through execution, culminating in a $14B channel within 7 years, capitalizing on the opportunity created by the Bank segment's transition to Open Architecture (use of external investment options).National Bulge Bracket/Super Regional Banks, Wealth Management, affiliate Family Office/RIA.

Joined newly formed Strategy Team to serve as functional CIO for segment of Ultra-High-Net-Worth/Family Office clients. Additionally, Member of OAIC (Open Architecture Investment Committee) the team responsible for management and oversight of the new Open Architecture platform.

Conshohocken, Pennsylvania, United States

Built and led first multi-discipline team under new delivery model for stand-alone De Novo office prior to Bank’s Mid-Atlantic/Northeast footprint. Led implementation and utilization of new Open Architecture platform incorporating: Private Equity, Hedge Fund, Real Estate, traditional Equity and FI.

Democratized Institutional OCIO model (Outsourced Chief Investment Office) through launch of innovative Multi-Family OCIO in advance of Industry's expansion of MFO offering. Built firm through: concept, seed, regulatory, to client revenue and scalable proprietary Manager platform.

Portfolio Manager team and member of the Portfolio Review Committee on $16B Large Cap Growth equity portfolio

Carroll School Of Management, Finance/Marketing

Foundations Of Investment Management