fanblade

A Team That Understands You

As a turnkey asset management program, we provide a fully supported experience to you and your clients. We do that through a hands-on leadership team that understands the needs, challenges, and dreams of the advisors we serve.

Meet Our Leadership Team

Eric Clarke
CEO, Orion Advisor Solutions

Eric Clarke serves as chief executive officer for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization’s four subsidiaries, Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Constellation Trust Company. Prior to, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS Investments. As an industry-recognized thought leader and advocate for advisory professionals, Eric has written numerous articles that have appeared in Investment News and The Journal of Financial Planning, and has received numerous industry awards including ThinkAdvisors’ IA25 in 2012 and 2019, and Investment News’ Icon & Innovators Award in 2019.

 

Eric earned a BS in Accounting from Brigham Young University and an MBA from the University of Utah.  As an avid runner, Eric uses the solitude of his runs to think through business strategies and plan new scenarios to help advisors increase functional efficiencies and improve their businesses.

Daniel Applegarth
Chief Financial Officer

Daniel Applegarth is the chief financial officer of Orion Advisor Solutions and is responsible for the financial operations of Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Brinker Capital Investments. Prior to joining the company in 2006, Daniel worked as an auditor for Ernst and Young in Seattle, where he obtained his CPA license. Daniel graduated from Brigham Young University with a bachelor’s degree in accounting, and later received his Master of Business Administration at the University of Nebraska-Omaha.

Mustapha Baassiri
Chief Product and Technology Officer

Mustapha Baassiri is the Chief Product and Technology Officer at Orion Advisor Solutions. He has spent his career building and delivering software for the financial industry. Starting as a software engineer, Mustapha worked at various global financial institutions in Paris, London, and New York, implementing capital market risk and portfolio management solutions. In 2012, he co-founded Advizr, a leading financial planning software solution for wealth managers, which was acquired by Orion in 2019. Mustapha has a graduate degree in engineering and a Master of Business Administration from Columbia Business School.

Kylee Beach
General Counsel

Kylee Beach serves as general counsel for Orion Advisor Solutions, where she oversees various legal matters affecting Orion and its brand entities including, contracts, intellectual property, and other corporate matters. Kylee also supervises the risk and compliance teams and serves as the Chair of the Executive Risk Committee.

Since joining Orion in 2011, Kylee has held numerous positions including Chief Compliance Officer for Orion’s affiliate, CLS Investments, LLC, an SEC-registered investment adviser. Prior to joining Orion, Kylee was a private practice attorney who represented numerous issuers before the SEC on issues including initial public stock offerings, registration of investment advisers, and ongoing reporting obligations.

Kylee received her J.D., with high distinction, from the University of Nebraska College of Law, and earned her Bachelor of Science in Business Administration from Nebraska Wesleyan University with the highest distinction.

Ryan Beach
Chief Operating Officer

Ryan Beach serves as Chief Operating Officer at Orion Advisor Solutions, where he oversees the implementation and execution of business operations across the company. As a member of the Office of the CEO, Ryan also builds strategy along with the other members of the Office of the CEO and is also responsible for all M&A activities at Orion. Ryan is dedicated to creating solutions for complex problems, and advocates for a great experience across Orion for clients as well as employees.

Prior to joining Orion, Ryan served as an attorney for a law firm specializing in SEC matters. In 2011, he joined Orion’s legal department and became president of CLS Investments the following year. He has since held several leadership roles across Orion, including CEO of CLS, CEO of Constellation Trust Company, and president of Orion Portfolio Solutions. Ryan’s legal background provided him with a unique perspective to tackle issues in the highly regulated financial industry.

Ryan is passionate about helping advisors guide their clients to achieve their long-term financial goals. He embraces the fiduciary business model and loves being part of a company that strives to give more to its clients than it takes.

Ryan holds a Bachelor of Arts in Economics, a Juris Doctorate earned with distinction, as well as FINRA Series 65 license.

Mike Forker
EVP, Wealth Management Platform Operations

Mike Forker, J.D., serves as Executive Vice President, Wealth Management Platform Operations. Previously, Mike served as Chief of Staff of Operations, Chief Risk Officer, and Chief Compliance Officer. Prior to joining the company, he served as a compliance consultant and attorney for independent RIAs and broker-dealers through a well-known consulting firm.

Mike earned his Juris Doctor from Creighton University School of Law and his Bachelor’s degree in Business Administration from the University of Iowa.

Timothy Holland, CFA
Chief Investment Officer

Tim Holland is the chief investment officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, Tim was the Global Investment Strategist at Brinker Capital where he worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook, including the company’s investment views and portfolio positioning. Tim has over 20 years of investment experience.

Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings. Prior to TAMRO, Tim was employed as an Equity Analyst at Manley Asset Management, a long/short hedge fund firm. Additionally, he was a Partner at Towers Group, a boutique corporate communications firm providing media and public relations counsel to capital markets companies.

Tim received his Bachelor of Arts in political science from Drew University. He holds a FINRA Series 65 designation and is a CFA® charterholder.

Tim’s investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and Financial Times.

Randy Lambert
EVP, Tech Operations

Randy Lambert is the EVP, Tech Operations of Orion Advisor Solutions, where he is responsible for the operational services delivered to clients. Randy has been with Orion since its inception and has played an integral role in the company’s growth. He’s overseen the development of the industry-changing technology and has driven the implementation of service solutions to ensure Orion’s staff is prepared to support the advisors value proposition. Orion’s operations team is committed to supporting the mission of powering the advisor-client journey through a tech-enabled fiduciary process.

Randy holds a Bachelor of Science in Business Administration, Finance from Creighton University, and is currently pursuing his Master of Business Administration from Regis University

Julie Lane
Chief Human Resources Officer

Julie Lane currently serves as Chief Human Resources Officer. She has been an HR leader in numerous industries including: retail, packaging and technology in start-up, private-equity portfolio and public business settings. She holds the professional human resources certifications of SPHR and SHRM – SCP. Julie earned her MBA from Bellevue University.

Trent Mumma
EVP, Tech Products

Trent Mumma is EVP, Tech Products at Orion Advisor Solutions. In this role, Trent is responsible for overseeing Orion’s strategy for delivering an innovative advisor and client experience.

Trent started at Orion in 2010 as the first member of the trading team. Since then, he has made it his mission to solidify and enhance Orion’s platform. Trent is dedicated to ensuring Orion is tuned into advisors’ needs and providing them with constant innovations and the necessary tools to win.

Betsy Perez
EVP, Marketing

As the Executive Vice President, Marketing, Betsy Perez is responsible for creating and accelerating Orion’s strategy and brand. She is focused on driving the company’s vision of helping independent fiduciary advisors differentiate and grow by building go-to-market and thought leadership plans that support Orion’s innovation efforts.

Perez has over 25 years’ experience devoted to elevating brands and implementing scalable multi-channel marketing programs for investment firms, banks, technology companies and other B2B organizations. Most recently, she was Vice President of Marketing for Union Bank & Trust where she led marketing, customer experience and call center teams.

Thomas K.R. Wilson, CFA
Head of Wealth Advisory

Tom Wilson is Head of Wealth Advisory at Brinker Capital Investments. In this role, Tom directs the implementation of the company’s multi-asset class investment philosophy and discipline in institutional and high net worth portfolios. Tom began his career at Brinker Capital as Vice President of the Investment Management Group where he supervised the due diligence, performance measurement, investment strategy, relationship management, and new accounts departments. Tom has over 29 years of industry experience.

Previously, Tom was Vice President at Davidson Capital Management where he served as a Portfolio Manager for institutional and high net worth accounts, as well as an Equity Analyst covering the telecommunications and technology sectors. Tom is an Honors Scholar and Summa Cum Laude graduate of James Madison University with a Bachelor of Arts in economics.

He holds FINRA Series 7, 63, and 65 licenses and is a member of the Financial Analysts of Philadelphia and the CFA Institute.

Tom is a frequent investment and asset allocation commentator with his views featured in various business media, including CNBC, The Wall Street Journal, Associated Press, Bloomberg U.S., Bloomberg Asia, FOX News, BusinessWeek, and Foundation & Endowment Money Management.

Meet Our Board

Jonathan R. Baum
Executive Chair of the Board

In 2013, Jonathan retired as Chairman and CEO of both The Dreyfus Corporation—a subsidiary of BNY Mellon—and Mellon Bank Securities Corporation. Having served as a C-suite executive for a number of financial institutions, including Scudder Investments and UBS PaineWebber, he brings the leadership and experience of a long and accomplished career to his role as Executive Chair of the Board. Jonathan holds a B.A. from Bucknell University.

Noreen D. Beaman
Vice Chair of the Board

Noreen D. Beaman is the Vice Chair of Orion’s Board of Directors. She most recently served as President of Orion Advisor Solutions following Orion’s 2020 merger with Brinker Capital. Prior to the merger, Noreen was CEO at Brinker Capital where she helped advisors and their clients build better outcomes for over 30 years. Noreen has received numerous accolades for her lasting impact on the financial advice industry include Philadelphia Business Journal’s Most Admired CEO, InvestmentNews’ 2017 Women to Watch, and Greater Philadelphia’s Entrepreneur of the Year, alongside Chuck Widger in the financial services category by EY.

Noreen received her Bachelor of Science from Saint Peter’s University. She earned the CPA designation in New Jersey and is a member of the American Institute of Certified Public Accountants. As an industry leader, Noreen is passionate about supporting culture, women, and diversity in the workplace. She is a mentor for the Money Management Institute’s Leadership Pathway, which connects members of the next generation with industry veterans to further enhance the mentee’s knowledge and insights surrounding the investment advisory industry. Noreen is an active contributor and frequently participates in panels to discuss the importance of women and greater diversity, equity, and inclusion in wealth management.

M. Roy Burns
Managing Director, TA Associates

Roy helps lead TA’s investments in financial services markets, previously working in Equity Investments at Davidson Kempner Partners and High Yield and Leveraged Finance at Banc of America Securities. Roy holds a B.S. from Washington and Lee University and an M.B.A. from the Stanford Graduate School of Business, where he was named an Arjay Miller Scholar.

Eric Clarke
CEO, Orion Advisor Solutions

Eric Clarke serves as chief executive officer for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization’s four subsidiaries, Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Constellation Trust Company. Prior to, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS Investments. As an industry-recognized thought leader and advocate for advisory professionals, Eric has written numerous articles that have appeared in Investment News and The Journal of Financial Planning, and has received numerous industry awards including ThinkAdvisors’ IA25 in 2012 and 2019, and Investment News’ Icon & Innovators Award in 2019.

Eric earned a BS in Accounting from Brigham Young University and an MBA from the University of Utah.  As an avid runner, Eric uses the solitude of his runs to think through business strategies and plan new scenarios to help advisors increase functional efficiencies and improve their businesses.

Todd Crockett
Managing Director and Co-Head of Services Group, TA Associates

Todd is co-head of the North America Services Group and focuses primarily on investments in financial and tech-enabled services companies, and serves on the Board of Directors of DiscoverOrg, Evanston Capital Management, Orion Advisor Solutions, Procare Software, and Russell Investments. Todd received a B.A. in politics from Princeton University and an M.B.A. from Harvard Business School.

Lori Hardwick
Board Member

Lori is a member of Genstar Capital’s Strategic Advisory Board and advises the firm in the financial services industry. She brings more than 25 years of experience of working in the financial industry as a prominent voice and is known for her intense passion for continuous improvement in the financial advisory industry. As CEO of WealthTech at RedRock Strategic Partners LLC, Lori works directly with C-suite level executives at some of the largest financial services companies, to help them create, and execute against, winning growth strategies and to improve the overall experiences for advisors and their clients. She has expertise in investment, technology, distribution and advisory solutions and is a regular speaker at industry events. Lori received a BA from The Ohio State University and graduated from the Executive MBA Program at the University of Chicago Booth School of Business.

Sid Ramakrishnan
Principal, Genstar Capital

At Genstar Capital, Sid helps to identify, evaluate, and execute acquisition and investment opportunities. He originally joined Genstar Capital in 2012 as an Associate and re-joined the firm in 2017. Prior to re-joining, Sid was Chief of Staff to the CEO at AssetMark (a former Genstar portfolio company) and led corporate strategy for the firm. Sid began his career as an investment banking analyst at Morgan Stanley. Sid received a BS in Business Administration from the University of Southern California.

Tony Salewski
Managing Director, Genstar Capital

Tony helps to identify, evaluate, and execute acquisition and investment opportunities for Genstar Capital. Prior to joining Genstar Capital in 2007, Tony was the Chief of Staff at Barclays Global Investors (“BGI”), where he executed strategic initiatives for the Executive Committee. Prior to BGI, he was an Associate at Hellman & Friedman LLC, a private equity investment firm in San Francisco. He began his career in the investment banking division of Morgan Stanley in New York. Tony holds an MBA with distinction from Harvard Business School.

Sales Map

Alaska, Washington, Oregon, Idaho, Montana, Wyoming

Alaska, Washington, Oregon, Idaho, Montana, Wyoming Sales Team

Brian Dumonte

VP, Regional Director
312.576.1763
brian.dumonte@orion.com

James Sabbatini

Regional Sales Consultant
949.278.8939
james.sabbatini@orion.com

Gerald “Jered” Matzke

Advisor Consultant
234.813.5630
gerald.matzke@orion.com

Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Massachusetts

Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Massachusetts Sales Team

Jason Shevland

VP, Regional Director
610.805.3090
jason.shevland@orion.com

Tim Bottomly

Regional Sales Consultant
703.727.9436
timothy.bottomly@orion.com

Marc Tobias

Advisor Consultant
610.407.8314
marc.tobias@orion.com

Florida, Puerto Rico

Florida, Puerto Rico Sales Team

Matt Mileski

VP, Regional Director
570.885.1774
matt.mileski@orion.com

Open Position

Advisor Consultant

Connor Millay

Regional Sales Consultant
502.645.1315
connor.millay@orion.com

Missouri, Illinois, Indiana

Missouri, Illinois, Indiana Sales Team

Brett Leach

VP, Regional Director
630.531.3835
brett.leach@orion.com

Chris Martin

Advisor Consultant
610.407.5416
chris.martin@orion.com

Jared Bosley

Regional Sales Consultant
859.640.4824
jared.bosley@orion.com

Nebraska, Iowa, Minnesota, North Dakota, South Dakota

Nebraska, Iowa, Minnesota, North Dakota, South Dakota Sales Team

Mike Nixon

VP, Regional Director
402.594.4262
michael.nixon@orion.com

Blake Stallings

Regional Sales Consultant
630.320.0869
blake.stallings@orion.com

Dan Holloway

Advisor Consultant
610.407.5490
dan.holloway@orion.com

Nevada, Arizona, New Mexico

Nevada, Arizona, New Mexico Sales Team

Jim Joyce

VP, Regional Director
530.220.2040
Jim.Joyce@orion.com

Ken Chambers, CIMA®

Regional Sales Consultant
719.661.3198
kenneth.chambers@orion.com

Preston Suttmiller

Advisor Consultant
234.203.5573
preston.suttmiller@orion.com

New Jersey, New York Metro

New Jersey, New York Metro Sales Team

Michael Frascone, CIMA®

VP, Regional Director
610.308.8839
mike.frascone@orion.com

Alex DeCiantis

Regional Sales Consultant
412.995.0896
alexander.deciantis@orion.com

Dom Ammirato

Advisor Consultant
610.407.5456
dominick.ammirato@orion.com

North Carolina, Virginia, Maryland, Washington D.C

North Carolina, Virginia, Maryland, Washington D.C Sales Team

Chris Horan

VP, Regional Director
757.831.5083
chris.horan@orion.com

Kevin Kulak, CIMA®

Regional Sales Consultant
484.686.9745
kevin.kulak@orion.com

Tanner Olson

Advisor Consultant
234.813.4383
tanner.olson@orion.com

Northern California

Northern California Sales Team

Sterling Moore, CFS

VP, Regional Director
925.588.4787
sterling.moore@orion.com

Alice Payan-Jones

Regional Sales Consultant
929.354.7294
alice.payan-jones@orion.com

Ryan Brumfield

Advisor Consultant
610.640.6840
ryan.brumfield@orion.com

Northwest Texas, Oklahoma

Northwest Texas, Oklahoma Sales Team

Brian Ragle

VP, Regional Director
214.544.5659
brianr@orion.com

Jim Dooling

Regional Sales Consultant
267.240.5301
jim.dooling@orion.com

Brandon Barahona

Advisor Consultant
610.407.5568
brandon.barahona@orion.com

Ohio, Kentucky, West Virginia

Ohio, Kentucky, West Virginia Sales Team

Chris Bosse

VP, Regional Director
859.414.5318
chris.bosse@orion.com

Mike Lenge

Regional Sales Consultant
610.724.4363
mike.e.lenge@orion.com

Monica Casey

Advisor Consultant
920.614.6142
monica.casey@orion.com

Pennsylvania, Delaware

Pennsylvania, Delaware Sales Team

Tom McNeil, CIMA®

VP, Regional Director
610.331.8313
tom.mcneil@orion.com

Sean Belton

Regional Sales Consultant
513.315.1614
sean.belton@orion.com

Chris Martin

Advisor Consultant
610.407.5416
chris.martin@orion.com

Southeastern Texas, Arkansas, Louisiana

Southeastern Texas, Arkansas, Louisiana Sales Team

Anthony Gonzales

VP, Regional Director
512.557.4351
anthony.gonzales@orion.com

Steve Grove

Regional Sales Consultant
402.709.1100
steve.grove@orion.com

Brendan Jones

Advisor Consultant
205.479.5909
brendan.jones@orion.com

Southern California, Hawaii

Southern California, Hawaii Sales Team

Zack Seitz

VP, Regional Director
310.490.2492
zack.seitz@orion.com

Daniel Beeson

Regional Sales Consultant
402.651.8133
daniel.beeson@orion.com

Tanner Olson

Advisor Consultant
234.813.4383
tanner.olson@orion.com

Tennessee, Alabama, Mississippi, Georgia, South Carolina

Tennessee, Alabama, Mississippi, Georgia, South Carolina Sales Team

Patrick Ferrer

VP, Regional Director
678-447-1607
patrick.ferrer@orion.com

Brandon Bastuba, CFP®

Regional Sales Consultant
980.428.9785
brandon.bastuba@orion.com

Kevin Von Seggern

Advisor Consultant
740.200.3289
kevin.vonseggern@orion.com

Upstate New York

Upstate New York Sales Team

Mark Soukup

VP, Regional Director
916.216.0426
mark.soukup@orion.com

Mike Frascone

VP, Regional Director
610-308-8839

Tom Pileggi

Regional Sales Consultant
215.527.9500
tom.pileggi@orion.com

Andrea Wilkinson

Advisor Consultant
234.231.6091
andrea.wilkinson@orion.com

Utah, Colorado, Kansas

Utah, Colorado, Kansas Sales Team

Brian Wubbe, BFA,CMFC®

Regional Sales Consultant
484.919.6819
brian.wubbe@orion.com

Shannon Link

Advisor Consultant
864.806.2574
shannon.link@orion.com

Erik Hardin

VP, Regional Director
303.907.1873
erik.hardin@orion.com

Wisconsin, Michigan

Wisconsin, Michigan Sales Team

Mitch Mellen

VP, Regional Director
616.250.5499
mitch.mellen@orion.com

Ryan Allessio

Regional Sales Consultant
413.281.0202
ryan.allessio@orion.com

Jesse Bargstadt

Advisor Consultant
513.486.0087
jesse.bargstadt@orion.com