Orchid Advisory Employee Directory

Orchid Advisory corporate office is located in Dallas, Texas, United States and has 11-50 employees.

orchid advisory

Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Orchid Advisory CEO

Cathleen CrewsChief Executive Officer & Founder

Phone

See Profile

Key Employees of Orchid Advisory

RM
Rachel Mitchel...
Director, Operations
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Orchid Advisory Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Orchid Advisory

Hundreds of professionals searching for Orchid Advisory have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CC
Cathleen Crews
Email Direct
Chief Executive Officer & Founder
United States , Texas , Dallas

MW
Michael Weinberg
Email Direct
Advisor
United States , Texas , Dallas

RM
Rachel Mitchell
Email Direct
Director, Operations
United States , Texas , Dallas

SK
Sarah Kelton
Email Direct
Analyst
United States , Texas , Dallas

Former Employees at Orchid Advisory

Explore people who held key positions, contributed to Orchid Advisory's success, and advanced their careers.

WE
Will Erasime
Senior Investment Prof... at Axxess
Worked as Chief Investment Officer
at Orchid Advisory (2024-2025)
Email Direct
KK
Karissa Karins
Senior Consultant - Co... at Matter
Worked as Associate
at Orchid Advisory (2023-2024)
Email Direct
EF
Elise Frauenheim
Incoming Investment Ba... at Goldman Sachs
Worked as Wealth Management Intern
at Orchid Advisory (2024-2024)
Email Direct

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Frequently Asked Questions Regarding Orchid Advisory Employees

How many employees does Orchid Advisory have?

Orchid Advisory has 11-50 employees

Who is the CEO of Orchid Advisory?

Orchid Advisory’s CEO is Cathleen Crews

Who are Orchid Advisory key employees?

Some of Orchid Advisory key employees are Rachel Mitchell

Where is Orchid Advisory located?

Orchid Advisory’s headquarters are located at Dallas, Texas, United States

How do I contact Orchid Advisory?

Orchid Advisory Contact Info: Website: www.orchid-advisory.com

What does Orchid Advisory do?

Orchid Advisory is a boutique family office based in Dallas, TX, dedicated to serving a select group of multi-generational families. The firm offers tailored financial and advisory services to meet the unique needs of its clients. With a focus on personalized attention, Orchid Advisory aims to help families manage their wealth across generations. T... Read More

Is Orchid Advisory a public company?

Orchid Advisory is private company therefore does not currently have an official ticker symbol

See more information about Orchid Advisory Employees