Orion Advisor Solutions Executive and Leadership Team

Ben Bell, the Chief Financial Officer at Orion Advisor Solutions, directs the fiscal health and capital allocation strategies for the entire organization. Managing the complex financial architecture required to support $1.4 trillion in assets under administration, the Chief Financial Officer ensures rigorous oversight of corporate budgeting and long-term investment planning. Ben Bell maintains constant alignment with the executive board to optimize resource distribution across the various brand entities, including Orion Advisor Tech and Brinker Capital Investments. By analyzing market trends and internal performance metrics, the Chief Financial Officer drives sustainable growth and operational efficiency. This leadership role involves mitigating financial risk while scaling the platform to meet the evolving needs of 2,100 advisory firms. Through precise fiscal management, the Chief Financial Officer secures the stability necessary for the company to maintain a competitive edge in the crowded financial technology marketplace.

Phillip Green, the Chief Financial Officer & Partner at Orion Advisor Solutions, executes high-level financial partnerships and strategic investment initiatives that expand the firm's market footprint. Focusing on the open architecture TAMP and the integration of new investment solutions, the Chief Financial Officer & Partner ensures that capital deployment aligns with the company's long-term growth objectives. Phillip Green manages the financial relationships with key stakeholders and partners, driving the expansion of the platform's capabilities to better serve advisory firms. By evaluating potential acquisitions and investment opportunities, the Chief Financial Officer & Partner strengthens the firm's competitive position in the financial services sector. This leadership role involves balancing immediate profitability with the need for continuous innovation in the fiduciary process. Through rigorous financial analysis and partnership development, the Chief Financial Officer & Partner supports the firm's mission to provide a complete, modular offering for growth-focused businesses.

Charley Pavlick, the President at Orion Advisor Solutions, directs the day-to-day operations and strategic execution of the company's comprehensive technology-driven experience. Overseeing the integration of Orion Advisor Tech, Orion Portfolio Solutions, and other brand entities, the President ensures that the firm delivers a seamless fiduciary process to its 2,100 advisory firms. Charley Pavlick drives the operational synergy required to manage $1.4 trillion in assets under administration while maintaining a focus on client-centric outcomes. By coordinating across departments, the President ensures that the company's modular offerings remain at the forefront of the financial technology industry. This leadership role involves setting the operational tempo and ensuring that all business units work in concert to help advisors prospect, plan, and invest effectively. Through decisive management and a commitment to operational excellence, the President secures the firm's status as the platform of choice for advisors seeking to build strong, profitable businesses.

Betsy Jazynka, the Chief Marketing Officer at Orion Advisor Solutions, architects the brand identity and market positioning for the entire suite of fiduciary technology offerings. Overseeing the communication strategy across North American markets, the Chief Marketing Officer ensures that the value proposition of the connected advisor-client experience reaches growth-focused firms effectively. Betsy Jazynka drives lead generation initiatives and brand awareness campaigns that highlight the modular nature of the platform, from Orion Portfolio Solutions to CLS Investments. By collaborating with product teams, the Chief Marketing Officer translates complex technical capabilities into compelling narratives that resonate with financial advisors. This leadership role involves managing the digital presence and public relations efforts to solidify the company as the platform of choice. Through strategic market engagement, the Chief Marketing Officer expands the reach of the firm, ensuring that the brand remains synonymous with innovation and client-centric financial success.

Julie Lane, the Chief Human Resources Officer at Orion Advisor Solutions, directs the talent acquisition, organizational development, and corporate culture initiatives that sustain the company's rapid growth. Overseeing the human capital strategy for a diverse workforce, the Chief Human Resources Officer ensures that the firm attracts and retains top-tier talent capable of supporting complex financial technology ecosystems. Julie Lane designs comprehensive training programs and performance management systems that align employee output with the broader mission of empowering financial advisors. By fostering an inclusive and high-performance environment, the Chief Human Resources Officer drives internal engagement and operational excellence across all brand entities. This leadership role involves navigating the complexities of a scaling organization while maintaining a cohesive corporate identity. Through strategic workforce planning, the Chief Human Resources Officer builds the internal capacity required to manage $1.4 trillion in assets and deliver superior service to advisory firms nationwide.