Denis McCartan

Vice President Wealth Advisory at Orion Advisor Tech

Denis McCartan has over 19 years of work experience, starting in 2001 with CMS Companies as a Client Relationship Manager until 2003. Denis then joined Brinker Capital in 2005 and held various roles including Investment Consultant, Sr. Portfolio Strategist, and Vice President, Wealth Advisory Portfolio Consultant. Most recently, in 2020, Denis became the Vice President Wealth Advisory at Orion, where they focus on delivering world-class asset management and sales support, enabling financial advisors to acquire new clients while scaling their business.

Denis McCartan attended Queen's University Belfast from 1990 to 1993. No degree or field of study information is provided.

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Timeline

  • Vice President Wealth Advisory

    November, 2020 - present