Orion Advisor Solutions Executive and Leadership Team

Ben Bell, the Chief Financial Officer at Orion Advisor Solutions, manages the fiscal health and capital allocation strategies of the organization. Overseeing financial planning and analysis, the Chief Financial Officer ensures that the company maintains the necessary resources to support $1.4 trillion in assets under administration. This leadership role involves monitoring the profitability of the open architecture TAMP and optimizing the financial performance of the various brand entities. By implementing rigorous budgetary controls, Ben Bell directly impacts the long-term stability and growth trajectory of the firm. Bell collaborates with other C-suite leaders to evaluate investment opportunities that enhance the technology-driven experience for advisory firms. Through precise financial reporting and risk management, the Chief Financial Officer secures the operational foundation required to scale the business effectively while maintaining a focus on delivering superior value to the advisor-client relationship.

Phillip Green, the Chief Financial Officer & Partner at Orion Advisor Solutions, architects the long-term investment strategy and corporate partnership framework. Overseeing the integration of platform assets, the Chief Financial Officer & Partner ensures that the financial structure supports the modular needs of advisory firms. This leadership role involves evaluating the economic impact of new technology acquisitions and managing the capital structure to facilitate sustainable growth. By aligning corporate financial goals with the fiduciary process, Phillip Green directly impacts the firm's ability to provide a seamless experience for advisors. Green works closely with the Board to drive strategic initiatives that expand the market reach of the platform. Through the oversight of complex financial operations, the Chief Financial Officer & Partner maintains the fiscal integrity of the organization while fostering profitable business outcomes for all stakeholders involved in the ecosystem.

Charley Pavlick, the President at Orion Advisor Solutions, executes the overarching operational strategy and manages the day-to-day business functions. Overseeing the synergy between Orion Advisor Tech and the broader investment entities, the President ensures that the technology-driven experience remains cohesive and scalable. This leadership role involves coordinating cross-functional teams to deliver a unified fiduciary process that empowers financial advisors. By driving operational excellence, Charley Pavlick directly impacts the firm's ability to manage $1.4 trillion in assets under administration. Pavlick collaborates with the C-suite to refine the service model and enhance the competitive edge of the platform in the marketplace. Through the oversight of key business units, the President maintains a focus on building strong, profitable businesses for advisory firms. By streamlining internal processes, the President ensures that the organization consistently meets the evolving demands of the financial services industry.

Betsy Jazynka, the Chief Marketing Officer at Orion Advisor Solutions, directs all brand positioning and market outreach initiatives. Overseeing the development of integrated campaigns, the Chief Marketing Officer ensures that the value proposition of the tech-enabled fiduciary process reaches growth-focused advisory firms across North America. This leadership role involves architecting digital strategies that highlight the modular offerings of Orion Portfolio Solutions and Brinker Capital Investments. By aligning marketing efforts with the broader business goal of attracting new clients, Betsy Jazynka directly impacts the competitive edge of the firm in a crowded marketplace. Jazynka manages the communication of complex financial technology solutions to ensure clarity for advisors. Through consistent brand messaging, the Chief Marketing Officer drives engagement and supports the expansion of the platform, ultimately strengthening the connection between financial advisors and their clients.

Julie Lane, the Chief Human Resources Officer at Orion Advisor Solutions, directs the talent acquisition and organizational development strategies. Overseeing the cultivation of a high-performance culture, the Chief Human Resources Officer ensures that the workforce remains aligned with the mission of transforming the advisor-client relationship. This leadership role involves designing professional development programs that equip employees to support the complex needs of 2,100 advisory firms. By fostering an environment of innovation and accountability, Julie Lane directly impacts the operational efficiency of the company. Lane manages the integration of human capital across all brand entities, including Orion Portfolio Solutions and CLS Investments. Through the implementation of strategic workforce planning, the Chief Human Resources Officer drives the recruitment of top-tier talent, ensuring the firm possesses the expertise required to maintain its position as the platform of choice for growth-focused advisory firms.