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 leadership team has experience in marketing and communications from TD Ameritrade, strategy and public relations from Ervin & Smith Advertising, and broadcast journalism from Fox 42 KPTM and KETV HEARST ARGYLE TELEVISION INC. They also have a degree in Journalism from Creighton University.

Leadership Team

CEO and Executive Team

Board of Directors

Leadership Team

About

Team members

Other teams at Orion Advisor Tech

CEO and Executive Team

Board of Directors