Bradley Kozinski

Bradley Kozinski is a seasoned finance professional currently serving as a Senior Investment Consultant at Orion since April 2024, focusing on the growth of Brinker Capital and Orion investment portfolios across the western United States. Prior experience includes roles as a Sales Consultant at Morningstar, where sales and adoption of the Wealth Platform were driven among financial advisors in New England, and as a Business Development Manager at Salesforce, selling products to mid-sized companies. Bradley also worked as a Senior Consultant at EY in the Financial Services Industry, specializing in business and technology transformation, and began a career in finance as a Financial Representative at Northwestern Mutual, achieving early success in financial product sales. Bradley holds a Bachelor's degree in Finance from Miami University's Farmer School of Business.