Orion Advisor Solutions Executive and Leadership Team

Ben Bell, the Chief Financial Officer at Orion Advisor Solutions, oversees the financial health and capital allocation strategies of the organization. Managing the fiscal planning required to support the $48 billion of combined platform assets, the Chief Financial Officer ensures that the company maintains a strong balance sheet while investing in future technology innovation. Bell directs the financial reporting and budgeting processes that underpin the growth of the firm. By analyzing the profitability of the modular offerings, the Chief Financial Officer provides the data necessary for the executive team to make informed decisions regarding market expansion and service enhancements. This leadership role involves maintaining transparency with stakeholders and ensuring that the financial infrastructure supports the long-term goals of the business. Ben Bell drives the fiscal discipline required to sustain the company as a premier provider of fiduciary technology, ensuring that resources align with the mission of empowering financial advisors.

Phillip Green, the Chief Financial Officer & Partner at Orion Advisor Solutions, focuses on the strategic financial partnerships and long-term investment planning of the firm. Overseeing the capital structure and investor relations, the Chief Financial Officer & Partner ensures that the company maintains the resources necessary to innovate within the fiduciary space. Green architects the financial frameworks that support the integration of Brinker Capital Investments and CLS Investments into the broader platform. By evaluating potential acquisitions and strategic alliances, the Chief Financial Officer & Partner drives the expansion of the company's market footprint. This leadership role involves working closely with the board to ensure that financial outcomes align with the goal of providing a complete, modular offering for growth-focused firms. Phillip Green secures the financial future of the organization, ensuring that the platform remains a leader in the competitive landscape of financial technology.

Arun Anur, the Chief Operating Officer at Orion Advisor Solutions, manages the internal infrastructure and operational efficiency of the platform. Overseeing the seamless integration of Orion Advisor Tech and Orion Portfolio Solutions, the Chief Operating Officer ensures that the technology-driven experience remains reliable for over 2,100 advisory firms. Anur optimizes the delivery of the fiduciary process, focusing on the scalability of the open architecture TAMP to support $1.4 trillion in assets under administration. By streamlining cross-departmental workflows, the Chief Operating Officer maintains high service standards across the entire organization. This leadership role involves monitoring operational performance metrics to ensure that advisors gain a competitive edge through superior software performance. Arun Anur drives the execution of internal initiatives that enhance the modular offering, ensuring that the company remains the platform of choice for firms seeking to build profitable, efficient businesses.

Charley Pavlick, the President at Orion Advisor Solutions, directs the overall business strategy and execution of the company's mission. Overseeing the alignment of the various brand entities, the President ensures that the tech-enabled fiduciary process remains the premier choice for financial advisors. Pavlick architects the high-level initiatives that allow firms to prospect, plan, invest, and achieve their unique definitions of financial success. By coordinating the efforts of the C-suite, the President drives the company's growth and market impact across the financial services industry. This leadership role involves setting the vision for the platform's evolution and ensuring that the modular offering continues to meet the changing needs of advisory firms. Charley Pavlick maintains a focus on operational excellence and client-centric innovation, ensuring that the company remains a dominant force in the marketplace while supporting the success of thousands of advisors.

Betsy Jazynka, the Chief Marketing Officer at Orion Advisor Solutions, directs all brand positioning and market engagement strategies. Overseeing the communication of the tech-enabled fiduciary process, the Chief Marketing Officer ensures that financial advisors understand the value of the modular platform offerings. Jazynka architects integrated campaigns that highlight the ability to prospect, plan, invest, and achieve within a single, connected ecosystem. By analyzing market trends across North American advisory firms, the Chief Marketing Officer drives brand awareness and competitive differentiation in a crowded financial landscape. This leadership role involves close collaboration with product teams to translate complex software capabilities into clear, actionable messaging for growth-focused firms. Through strategic outreach and digital presence, Betsy Jazynka strengthens the market position of the company, ultimately supporting the acquisition of new advisory partnerships and expanding the reach of the platform.

Julie Lane, the Chief Human Resources Officer at Orion Advisor Solutions, leads the talent acquisition and organizational development strategies. Overseeing the cultivation of a high-performance culture, the Chief Human Resources Officer ensures that the workforce possesses the expertise required to maintain the premier tech-enabled fiduciary process. Lane architects programs that foster employee engagement and professional growth, which are essential for supporting the complex needs of 2,100 advisory firms. By aligning human capital with the strategic objectives of the company, the Chief Human Resources Officer drives the recruitment of top-tier talent capable of advancing the platform's technology-driven experience. This leadership role involves managing organizational change and ensuring that the internal culture reflects the commitment to advisor success. Julie Lane secures the long-term stability of the firm by building a resilient, innovative team that consistently delivers value to the financial services marketplace.