Meet Our Team

lthough learning every day, our team has decades of expertise in the wealth management space and has a track record of successful M&A and growth in the past.

Brian Purcell

Chief Technology Officer

Brian Purcell is the Chief Technology Officer at Arax Investment Partners, where he leads the firm’s technology vision and strategy. He is responsible for streamlining and integrating the technology stacks across Arax’s operating companies, ensuring they are primed for scalability and long-term growth.

Before joining Arax, Brian served as Director of Platform Strategy at Mariner Wealth Advisors, where he oversaw the integration, deployment, and management of key wealth management technologies, including portfolio management systems, CRM platforms, financial planning tools, and document management solutions.

Prior to Mariner, Brian was Head of Technology at AdvicePeriod, a boutique wealth management firm specializing in servicing ultra-high-net-worth clients. At AdvicePeriod, he played a pivotal role in modernizing the firm’s technology stack to support the complexities of their ultra-high-net-worth clientele.

Earlier in his career, Brian was an equity derivatives trader at PEAK6 Capital Management and later at Caiman Trading in Chicago, where he specialized in broad-based volatility arbitrage strategies.

Brian holds a Bachelor of Design Computing from the University of Sydney, Australia. Outside of work, he enjoys spending time with his wife and two young children, as well as surfing and skiing in Northern California.