Cloudvisor Wealth Inc.
Brian "Fitz" J. Fitzgerald is an accomplished executive currently serving as the Chief Executive Officer of Cloudvisor Wealth Inc., where leadership is focused on introducing innovative Wealthtech solutions to the US market. With extensive experience in the financial sector, Fitzgerald previously founded and led Strategic Distribution Partners, providing specialized distribution services for institutional asset managers. Notable achievements include driving Neuberger Berman's expansion into the bank segment into a $14 billion channel and serving in senior roles at prominent institutions such as U.S. Trust and Bank of America. Fitzgerald is a member of Executive Forum, contributing to discussions on future business growth. Education includes a degree from Boston College's Carroll School of Management and executive education at Stanford University.
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Cloudvisor Wealth Inc.
"With Cloudvisor's DigitalAssociate solution, we can now deliver private banking level wealth management services at scale so we can profitably target everyday investors." DigitalAssociate is an algorithmically-driven next generation practice management solution providing human quality digital advisory and service capabilities. Unlike current practice management solutions which provide information to advisors to do their job, DigitalAssociate's algorithms DO the work for advisors replacing associates and assistants. With DigitalAssociate, firms are able to deliver 30-50% higher after-tax returns for all investors, achieve 4X higher advisor productivity, and lower operating costs by 60% or more. It is the only solution in market today that helps advisors target mass-affluent investors with personal, high quality advice at the scale and convenience of robo-advisors.