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

The executive team at Orion Advisor Tech has a history of working in marketing and communications at TD Ameritrade, Ervin & Smith Advertising, and Fox 42 KPTM. They also have a history of broadcast journalism and news reporting from Creighton University.

CEO and Executive Team

Leadership Team

Board of Directors

CEO and Executive Team

About

Team members

Other teams at Orion Advisor Tech

Leadership Team

Board of Directors