Orion Advisor Tech
Stephanie Sager Loughery is an experienced marketing professional currently serving as Content Manager for Orion Advisor Academy since January 2020, where the focus is on developing resources for advisors’ continuing education and practice management. Prior to Orion, Stephanie held various roles at Principal Financial Group from November 2016 to January 2020, including Associate Vice President of Business Development and Advisor Marketing Lead, as well as Assistant Vice President of Marketing and Media Relations for RobustWealth, overseeing marketing strategies, public relations, and digital content management. Stephanie began her career as a Marketing Intern at The Bridges at Warwick in late 2015, supporting the launch of an assisted living community. Stephanie earned a Bachelor’s Degree in Communication from the University of Massachusetts Amherst in 2016.
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Orion Advisor Tech
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A collection of companies that support investment advisors through third-party money management services, portfolio accounting & back office technologies and mutual fund administration and accounting services.