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.

Finance

Orion Advisor Tech

Eric Clarke

Mustapha Baassiri

Betsy Jazynka

Kurt Brown

Daniel Applegarth

Kylee Beach

Brian McLaughlin

Julie Lane

Orion Advisor Tech's board of directors has a wealth of experience in various industries. They have been observers at Apex Group Ltd, and members of the board of directors at ZoomInfo, Wealth Enhancement Group, and FTJ FundChoice. Their educational backgrounds are in politics from Princeton University.

Board of Directors

Leadership Team

CEO and Executive Team

Board of Directors

About

Team members

Other teams at Orion Advisor Tech

Leadership Team

CEO and Executive Team