Brian Fitz J. Fitzgerald
CEO | WealthTech | Scale innovation across Investment Services
- Role
- Chief Executive Officer at Cloudvisor Wealth Inc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Brian Fitz J. Fitzgerald
CEO with a track record of building and scaling innovation across the investment services…
Experience
Chief Executive Officer
Aug 2023 — Present · Berwyn, PA, US
Leading Cloudvisor\'s expansion into the U.S. market, positioning the platform as a new operating layer for advisory businesses. Cloudvisor’s “Digital Associate” delivers automated execution of full advisor workflows—from tax optimization and policy-driven planning to real-time household-level management and integration of alternative investments.Purpose-built to address the gaps legacy systems expose but can’t solve, Cloudvisor moves Practice Management beyond interoperability—automating what others only track and reducing the operational drag that slows advisor growth.
Education
Boston College
Carroll School of Management
Graduate School of Business, Executive Education- Stanford Univ
Foundations of Investment Management
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