EXPERTISE
Retirement, Collective Investment Trusts (CITs), Unitized Managed Accounts (UMAs), Model Portfolios, Wealth Management, Asset Allocation, Trust Company Operations, Advisor Solutions, Distribution Support, ETF Solutions, 401(k) Solutions, IRA Products
Brian Harriman
Managing Director
- Seasoned retirement and trust professional with 30 years in financial services
- Trusted partner to advisors and asset managers, helping build and support differentiated retirement solutions
- Director of Retirement focused on collective investment trusts and unitized managed accounts
- Proven product and strategy leader with deep operational trust company experience
- Certified Investment Management Analyst (CIMA®)
- Series 7 License
EXPERIENCE
Brian Harriman is the Managing Director at Alta Trust, where he leads the strategic growth and operations of the firm’s Collective Investment Trust (CIT) program and related retirement investment products. With more than 30 years of experience in financial services, Brian is a seasoned retirement and investment solutions leader known for blending product strategy with operational execution and a practical understanding of how asset managers, advisors, and platforms bring solutions to market.
In his role, Brian collaborates with asset managers, advisors, recordkeepers, custodians, and other industry partners to design retirement-focused investment solutions that meet a wide range of client needs. He is focused on expanding Alta’s retirement offering while maintaining the high service standards required in institutional retirement programs. Brian’s ability to connect market demand, product design, and implementation helps position Alta as a key partner for firms seeking differentiated retirement solutions.
Prior to Alta Trust, Brian spent over seven years at Charles Schwab, most recently as Director of Product Management, after serving as Senior Manager of Strategy and Product. Earlier in his career, he held leadership roles at TD Ameritrade Institutional as a Senior Manager and at TD Ameritrade as a Senior Product Manager and Collective Fund Product Manager, with responsibilities spanning operations, portfolio accounting, product leadership, and platform-focused investment solutions.
Away from the office, Brian is a devoted father of four and grandfather of three. Based in Colorado, he enjoys skiing, golfing, and hiking, and is steadily working toward completing the Colorado Trail.
EDUCATION
Regis University, BASC in Business Administration and Management
Yale School of Management, Investment Management Theory & Practice, Investments, Portfolio Construction, and Ethics
RESIDES IN
Denver, Colorado
“Alta Trust is a true connector in retirement, bringing asset managers, advisors, and platforms together to build solutions that meet real client needs. We’re nimble enough to move fast, with the scale to deliver the service standards retirement programs demand.”
– Brian Harriman, Managing Director, Alta Trust
