Orion Advisor Solutions Executive and Leadership Team

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 Prospect, Plan, Invest, and Achieve functionalities, Wolfsen ensures a connected, technology-driven experience for financial advisors and their clients. This leadership role involves driving the company's mission to transform advisor-client relationships and empower advisory firms to attract new clients and connect goals more meaningfully to investment strategies. By focusing on seamless client acquisition and progress tracking, Natalie Wolfsen directly impacts the company's ability to support firms in building strong, profitable businesses and gaining a competitive edge. The Chief Executive Officer's mandate includes fostering innovation across Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, ensuring a cohesive and modular offering that meets the evolving needs of growth-focused advisory firms.

Ben Bell, the Chief Financial Officer at Orion Advisor Solutions, oversees the company's financial strategy and fiscal health. Bell manages all financial planning, reporting, and analysis, ensuring robust fiscal management across the organization. This role is critical in supporting the company's growth trajectory and its commitment to providing a tech-enabled fiduciary process. The Chief Financial Officer's responsibilities include managing financial operations, optimizing resource allocation, and ensuring compliance with all financial regulations. Ben Bell's financial acumen directly supports Orion's mission to empower financial advisors and transform the advisor-client relationship. By maintaining strong financial discipline, Bell enables Orion to continue investing in innovation and expanding its platform capabilities, thereby strengthening its position as the platform of choice for growth-focused advisory firms seeking to build profitable businesses.

Phillip Green, the Chief Financial Officer & Partner at Orion Advisor Solutions, provides strategic financial leadership and partnership to drive the company's fiscal objectives. Green's dual role encompasses overseeing financial operations and contributing to the strategic direction of the firm, particularly in relation to its partner entities. This involves ensuring the financial viability and growth of Orion's integrated technology solutions that transform the advisor-client relationship. The Chief Financial Officer & Partner's responsibilities extend to managing financial risks, optimizing capital structure, and supporting investment strategies that align with Orion's mission. Phillip Green's financial oversight is crucial for maintaining the approximately $1.4 trillion in assets under administration and the additional $48 billion in combined platform assets, reinforcing Orion's status as a leading wealthtech provider. Green's partnership approach ensures financial strategies directly support the company's expansion and client success initiatives.

Mark Mayo, the Chief Financial Officer, Orion & Solutions Advisor at Orion Advisor Solutions, directs financial strategy and operational oversight for both the core Orion platform and its associated advisor solutions. Mayo's comprehensive financial management ensures the integrity and growth of the company's offerings, which empower financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience. This leadership position involves optimizing financial performance across Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments. The Chief Financial Officer, Orion & Solutions Advisor's responsibilities include managing financial reporting, budgeting, and forecasting to support strategic decision-making and maintain approximately $1.4 trillion in assets under administration. Mark Mayo's financial stewardship is essential for strengthening client relationships and building profitable businesses for growth-focused advisory firms.

Arun Anur, the Chief Operating Officer at Orion Advisor Solutions, manages the day-to-day operational execution of the company's comprehensive technology platform. Anur oversees the seamless functioning of the integrated systems that enable financial advisors to prospect, plan, invest, and achieve client success. This critical role ensures the efficiency and scalability of Orion's offerings, supporting approximately 2,100 advisory firms and over $1.4 trillion in assets under administration. By optimizing internal processes and service delivery, the Chief Operating Officer directly contributes to the company's ability to provide a connected, technology-driven experience. Arun Anur's leadership focuses on enhancing operational excellence across all brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, ensuring firms can seamlessly attract new clients and track progress toward financial goals. The operational framework established by Anur is vital for maintaining Orion's position as the platform of choice for growth-focused advisory firms.

Charley Pavlick, the President at Orion Advisor Solutions, drives the strategic growth and operational excellence of the company's comprehensive wealth management platform. Pavlick oversees key business units, ensuring the seamless integration of technology and services that transform the advisor-client relationship. This leadership role is instrumental in expanding Orion's market reach and reinforcing its position as the premier provider of a tech-enabled fiduciary process. The President's responsibilities include fostering strategic partnerships, enhancing client acquisition strategies, and ensuring the delivery of a connected, technology-driven experience for financial advisors. Charley Pavlick's focus on operational efficiency and client success directly supports the company's mission to empower advisory firms to build strong, profitable businesses and gain a competitive edge in a crowded marketplace. Pavlick's leadership ensures that Orion's modular offering effectively meets the diverse needs of all growth-focused advisory firms.

Elizabeth Perez, the Chief Marketing Officer at Orion Advisor Solutions, spearheads the strategic initiatives to enhance brand visibility and market penetration. Perez directs all marketing efforts, focusing on communicating the value proposition of Orion's tech-enabled fiduciary process to financial advisors and their clients. This involves crafting compelling narratives around the company's ability to transform the advisor-client relationship through a single, connected experience. The Chief Marketing Officer's responsibilities include driving lead generation, nurturing client engagement, and solidifying Orion's position as the premier provider in the wealthtech space. Elizabeth Perez's leadership ensures that the unique offerings of Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments are effectively communicated to attract new clients and support firms in building profitable businesses. By highlighting the seamless integration of prospecting, planning, investing, and achievement, Perez strengthens Orion's competitive edge in a crowded marketplace.

Julie Lane, the Chief Human Resources Officer at Orion Advisor Solutions, leads the strategic development and execution of human capital initiatives. Lane oversees all aspects of talent management, employee engagement, and organizational development, ensuring a high-performing workforce aligned with Orion's mission. This role is pivotal in fostering a culture that supports the tech-enabled fiduciary process and transforms the advisor-client relationship. The Chief Human Resources Officer's responsibilities include attracting and retaining top talent, implementing competitive compensation and benefits programs, and driving employee development to support innovation. Julie Lane's leadership ensures that Orion's approximately 2,100 advisory firms are supported by a dedicated and skilled team. By cultivating a robust organizational structure, Lane directly contributes to the company's ability to provide a seamless, connected experience for advisors and their clients, reinforcing Orion's position as a preferred employer and industry leader.