Orion Advisor Solutions Executive and Leadership Team

Natalie Wolfsen, the Chief Executive Officer at Orion Advisor Solutions, directs the overarching strategy and execution of the company's tech-enabled fiduciary process. Overseeing the integration of Prospect, Plan, Invest, and Achieve functionalities, Wolfsen ensures a connected experience for financial advisors. This leadership role involves driving innovation across Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments to empower advisory firms. By focusing on seamless client attraction and meaningful goal connection, Natalie Wolfsen directly impacts the company's mission to support growth-focused businesses. The Chief Executive Officer's mandate includes strengthening client relationships and maintaining a competitive edge in the financial technology marketplace, ultimately building profitable enterprises.

Ben Bell, the Chief Financial Officer at Orion Advisor Solutions, manages the company's financial operations and strategic fiscal planning. Overseeing budgeting, forecasting, and financial reporting, Bell ensures the fiscal health and sustainable growth of the organization. This critical role involves collaborating with executive leadership to optimize resource allocation and drive profitability across all business units, including Brinker Capital Investments. By providing financial insights and analysis, Ben Bell supports informed decision-making that aligns with Orion's mission to build strong, profitable businesses for its clients. The Chief Financial Officer's purview includes managing financial risks and identifying opportunities for investment and expansion within the fintech sector.

Phillip Green, the Chief Financial Officer & Partner at Orion Advisor Solutions, provides strategic financial leadership and partnership across the organization. Overseeing financial planning and analysis, Green ensures robust fiscal management and supports key investment decisions. This role involves close collaboration with other finance leaders to drive profitability and operational efficiency, particularly within the Orion Advisor Tech and CLS Investments segments. By guiding financial strategy, Phillip Green contributes to Orion's mission of building strong, profitable businesses for advisory firms. The Chief Financial Officer & Partner's responsibilities include evaluating market opportunities and ensuring financial alignment with the company's long-term growth objectives.

Mark Mayo, the Chief Financial Officer, Orion & Solutions Advisor at Orion Advisor Solutions, directs financial strategy and operational oversight for the Orion platform and its associated advisory services. Overseeing financial planning, resource allocation, and performance metrics, Mayo ensures fiscal discipline and supports strategic growth initiatives. This role involves close coordination with executive leadership to optimize financial outcomes and enhance the value proposition for advisory firms utilizing Orion's integrated technology. By providing critical financial insights, Mark Mayo directly contributes to building strong, profitable businesses and strengthening client relationships. The Chief Financial Officer, Orion & Solutions Advisor's responsibilities include managing financial operations to support the company's mission of transforming the advisor-client experience.

Arun Anur, the Chief Operating Officer at Orion Advisor Solutions, directs the operational efficiency and scalability of the company's technology platforms and service delivery. Overseeing day-to-day operations, Anur ensures the seamless functioning of Orion Advisor Tech and Orion Portfolio Solutions, supporting the tech-enabled fiduciary process. This leadership position involves optimizing workflows and enhancing service quality to meet the needs of over 2,100 advisory firms. By driving operational excellence, Arun Anur directly contributes to the company's ability to empower firms to attract new clients and track progress toward investor success. The Chief Operating Officer's focus includes streamlining processes and managing resources to support Orion's growth and market leadership.

Charley Pavlick, the President at Orion Advisor Solutions, drives strategic initiatives and operational leadership across the organization. Overseeing key business segments, Pavlick ensures alignment with the company's mission to transform the advisor-client relationship through its tech-enabled fiduciary process. This leadership role involves fostering collaboration among executive teams to enhance service delivery and client satisfaction for over 2,100 advisory firms. By championing strategic priorities, Charley Pavlick directly contributes to Orion's objective of empowering firms to attract new clients and achieve financial success. The President's focus includes driving market expansion and solidifying Orion's position as the platform of choice for growth-focused advisory businesses.

Elizabeth Perez, the Chief Marketing Officer at Orion Advisor Solutions, architects and executes the company's comprehensive marketing strategies. Overseeing all brand initiatives and market positioning, Perez ensures the Orion message resonates with financial advisors and advisory firms. This leadership function involves driving lead generation and enhancing brand awareness across the Orion ecosystem, including Orion Advisor Tech and Orion Portfolio Solutions. By developing targeted campaigns, Elizabeth Perez supports the company's objective of empowering firms to attract new clients and connect goals more meaningfully to investment strategies. The Chief Marketing Officer's responsibilities extend to communicating the value proposition of Orion's tech-enabled fiduciary process, solidifying its position as the platform of choice for growth-focused businesses.

Julie Lane, the Chief Human Resources Officer at Orion Advisor Solutions, leads the company's human capital strategy and talent management initiatives. Overseeing recruitment, employee development, and organizational culture, Lane ensures Orion attracts and retains top talent to support its growth objectives. This critical function involves fostering a collaborative environment that aligns with the company's mission to empower financial advisors. By developing robust HR programs, Julie Lane directly contributes to building a high-performing team capable of driving innovation across Orion Advisor Tech and Orion Portfolio Solutions. The Chief Human Resources Officer's focus includes cultivating an inclusive workplace and supporting employee success, which is vital for maintaining a competitive edge.