Orion Names Natalie Wolfsen as CEO

Orion Advisor Solutions, a premier provider of wealthtech solutions for fiduciary advisors, has entered a new era as its Board of Directors named Natalie Wolfsen as the firm’s new Chief Executive Officer, effective mid-October 2023. Natalie will also join Orion’s Board of Directors on that date.

Natalie is the outgoing CEO of AssetMark, a TAMP and technology solutions provider, and has nearly 30 years of financial services industry experience. Prior to joining AssetMark in 2014, Natalie previously held digital and investment platform development, investment solution management, strategy and marketing roles at First Eagle Investment Management, Pershing, Charles Schwab and American Express.

Executive Chair of the Board Charles Goldman said: “On behalf of Orion’s Board of Directors, I am thrilled to welcome Natalie Wolfsen next month as we usher in a new era of growth and innovation at Orion. Orion is uniquely positioned given its complete suite of technology and services designed to meet the evolving needs of independent fiduciary advisors.”

Roy Burns, Managing Director of TA Associates, and Tony Salewski, Managing Partner of Genstar Capital, said, “We are delighted with the results of our national search. Natalie embodies Orion’s mission of empowering advisors, and we believe she possesses the critical leadership skills to lead Orion’s talented team and build upon Orion’s commercial success and growth.”

On Natalie’s official start date, Orion founder and outgoing CEO Eric Clarke will transition to a supporting leadership role until the end of 2023. He will continue providing strategic counsel as an active member of Orion’s Board of Directors.

Charles, Roy and Tony added, “All of us at Orion would like to express our deepest gratitude to Eric Clarke for his exceptional leadership, dedication, and unwavering commitment to the company’s success. Under his guidance, Orion has achieved remarkable milestones and built a culture of excellence and collaboration that will continue to propel us in the years to come.”

“I’m enthusiastic about Natalie joining Orion. Natalie shares our vision for empowering financial advisors so they can serve their clients more effectively,” said Eric Clarke. “She has my full support and I’m committed to managing a smooth transition for our clients and team members. I look forward to Natalie leading our team into the future.”

About Orion Advisor Solutions

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. With the addition of Redtail and Orion OCIO, the combined platform services $3.8 trillion in assets under administration and $64.3 billion of wealth management platform assets (as of June 30, 2023). Supporting over five million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.


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