Orion Welcomes Industry Veteran Tom McCarthy as Executive Vice President of Wealth Management Sales

Following Orion’s impressive M&A accomplishments in 2022 with the purchase of Redtail Technology and TownSquare Capital, Orion has announced a new Sales leader for its Wealth Management business line. Tom McCarthy joins Orion as the new Executive Vice President of Sales, effective immediately, to charter Orion’s course of continuing to grow its wealth management business and capitalize on the many opportunities the company’s ongoing organic and inorganic growth create.

McCarthy joins Orion with more than 20 years of industry experience, most recently in senior leadership roles at AssetMark working with both broker-dealers and registered investment advisors. McCarthy will lead Orion’s Wealth Management Sales and Strategic Relationships teams.

“Having executed on our M&A strategy at Orion over the last few years and assembling a best-in-class TAMP platform complemented by a full-stack tech solution powered by Orion technology, we are well positioned to grow our Wealth Management business at Orion,” said Ryan Beach, President of Orion Wealth Management. “We are thrilled to welcome Tom as our new Wealth Management Sales leader and confident in our opportunities ahead to deliver transformative wealthtech solutions to power advisors and win for investors.”

McCarthy adds, “Financial advisors, now more than ever before, are demanding world-class technology and investment solutions that enable them to serve clients across all their financial needs. Orion has built and assembled a connected wealthtech platform that does all of that today. I couldn’t be more thrilled and humbled for the opportunity to join the Orion team and help serve financial advisors.”


More Articles