Leadership Overview
Orion Advisor Solutions has 7 executives leading key functions including strategy, finance, operations, marketing, human resources, and business development.
Driven by a commitment to empowering financial advisors, Orion Advisor Solutions transforms the advisor-client relationship through a tech-enabled fiduciary process, enabling seamless prospecting, planning, investing, and achievement within a single, connected experience.
Driven by a commitment to empowering financial advisors, Orion Advisor Solutions transforms the advisor-client relationship through a tech-enabled fiduciary process, enabling seamless prospecting, planning, investing, and achievement within a single, connected experience.
Leadership Roles at Orion Advisor Solutions
Natalie Wolfsen - Chief Executive Officer
Natalie Wolfsen, the Chief Executive Officer at Orion Advisor Solutions, directs the overarching strategy and vision for the company's tech-enabled fiduciary process. Overseeing the integration of brand entities like Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, Wolfsen ensures a cohesive and modular offering designed to empower advisory firms. This leadership role involves driving the company's mission to transform the advisor-client relationship by enabling seamless prospecting, planning, investing, and achievement. By focusing on a connected, technology-driven experience, Natalie Wolfsen supports firms in attracting new clients, connecting goals more meaningfully to investment strategies, and tracking progress toward financial success. The Chief Executive Officer's mandate includes fostering innovation and ensuring Orion remains the platform of choice for growth-focused advisory firms seeking to strengthen client relationships and build profitable businesses across North America.
Ben Bell - Chief Financial Officer
Ben Bell, the Chief Financial Officer at Orion Advisor Solutions, manages the company's financial operations and strategic fiscal planning. This executive oversees all aspects of financial reporting, budgeting, and forecasting, ensuring the fiscal health and stability of the organization. Bell's responsibilities include optimizing financial performance across Orion's diverse brand entities, supporting approximately $1.4 trillion in assets under administration. The Chief Financial Officer plays a critical part in driving profitable business growth by identifying opportunities for efficiency and strategic investment. Ben Bell ensures that financial strategies align with the company's mission to provide a tech-enabled fiduciary process, supporting advisory firms in their pursuit of client success. This role is essential for maintaining investor confidence and facilitating the company's expansion within the financial technology sector.
Phillip Green - Chief Financial Officer & Partner
Phillip Green, the Chief Financial Officer & Partner at Orion Advisor Solutions, provides critical financial leadership and strategic partnership to the executive team. Green oversees financial planning, analysis, and resource allocation, ensuring fiscal discipline and driving profitable growth across the organization. This role involves managing the financial health of Orion's integrated platform, which supports over 2,100 advisory firms and approximately $1.4 trillion in assets under administration. The Chief Financial Officer & Partner is instrumental in shaping financial strategies that align with the company's vision of transforming the advisor-client relationship through technology. Phillip Green's expertise contributes significantly to maintaining investor confidence and supporting the company's expansion within the financial technology sector, reinforcing Orion's commitment to building strong, profitable businesses for its partners and clients.
Arun Anur - Chief Operating Officer
Arun Anur, the Chief Operating Officer at Orion Advisor Solutions, directs the operational execution of the company's integrated technology platform. Anur oversees the seamless functioning of services that enable financial advisors to prospect, plan, invest, and achieve client goals. This leadership position involves managing the day-to-day operations across Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, ensuring efficiency and scalability. The Chief Operating Officer is pivotal in maintaining the high standards of service for over 2,100 advisory firms, supporting approximately $1.4 trillion in assets under administration. Arun Anur's focus is on optimizing the operational infrastructure to enhance the advisor-client experience and support the company's growth objectives. This role ensures the robust delivery of Orion's modular offering, reinforcing its position as a leading platform in the financial advisory market.
Charley Pavlick - President
Charley Pavlick, the President at Orion Advisor Solutions, drives strategic initiatives and business development across the organization. Pavlick focuses on expanding Orion's market reach and enhancing its comprehensive offering, which includes Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments. This leadership role is central to fostering growth and ensuring the company's platform effectively supports financial advisors in attracting new clients and achieving client success. The President oversees key business relationships and strategic partnerships, reinforcing Orion's position as the platform of choice for growth-focused advisory firms. Charley Pavlick's leadership ensures the continued evolution of Orion's tech-enabled fiduciary process, supporting approximately $1.4 trillion in assets under administration and driving the company's mission to build strong, profitable businesses within the financial advisory industry.
Elizabeth Perez - Chief Marketing Officer
Elizabeth Perez, the Chief Marketing Officer at Orion Advisor Solutions, leads the strategic development and execution of all marketing initiatives. Perez is responsible for enhancing brand visibility and driving market penetration for Orion's comprehensive suite of services, including its tech-enabled fiduciary process. This role involves crafting compelling narratives that highlight how Orion empowers financial advisors to attract new clients and deepen relationships through a connected, technology-driven experience. The Chief Marketing Officer oversees campaigns that communicate the value proposition of Orion's modular offering to advisory firms across the United States. Elizabeth Perez ensures marketing efforts directly support the company's mission to foster client success and business growth, reinforcing Orion's position as the platform of choice for growth-focused advisory firms. This leadership function is critical for communicating the company's impact on approximately $1.4 trillion in assets under administration.
Julie Lane - Chief Human Resources Officer
Julie Lane, the Chief Human Resources Officer at Orion Advisor Solutions, leads the strategic direction of human capital management and organizational development. Lane oversees all aspects of employee relations, talent acquisition, and culture initiatives designed to support Orion's mission of empowering financial advisors. This executive role is crucial for fostering a high-performance environment that aligns with the company's commitment to a tech-enabled fiduciary process. Julie Lane ensures that Orion attracts, develops, and retains top talent necessary to drive innovation and operational excellence across its brand entities. The Chief Human Resources Officer plays a key part in cultivating a workplace culture that supports the company's growth objectives and its position as a leading platform for advisory firms. This leadership ensures the human element of Orion's business effectively supports its technological advancements and client-centric approach.
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Frequently Asked Questions Regarding Orion Advisor Solutions Top Executives and Leadership Team
