Meet Natalie
Natalie Wolfsen joined Orion Advisor Solutions as CEO in October 2023 and is a member of the firm’s Board of Directors. She is the former CEO of AssetMark and has nearly 30 years of financial services industry experience. For over 25 years, Natalie has served independent advisors (RIA and broker-dealer affiliated) with more than a decade of working with independent and insurance broker-dealers. 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. Natalie has an MBA from University of California, Los Angeles and a Bachelor of Arts degree from University of California, Berkeley. In 2024, Barron’s recognized Natalie as one of the 100 Most Influential Women in U.S. Finance, a testament to her visionary leadership and substantial impact on the financial service industry’s trajectory.
Meet Brian
Brian McLaughlin is President, Orion Advisor Technology. Prior to Orion’s acquisition in June 2022, Brian was the CEO and Co-Founder of Redtail Technology where he worked closely with advisors, broker-dealers, and industry partners for nearly two decades. Through innovation and cooperation, Brian’s touchstone has always been to make the industry a better place for those who depend upon it. He is passionate about the CRM-driven solutions Redtail Technology provides to the financial services community and enjoys getting his hands dirty in the pursuit of continuous innovation. In addition to his behind-the-scenes work on Redtail product development, Brian is also highly respected in the industry at large, as evidenced by his many appearances as an individual speaker or panelist at industry events and through his frequent contributions to publications such as Financial Planning, InvestmentNews, and ThinkAdvisor. When he’s not focused on fintech, Brian loves spending time with his family, all things aviation, Oregon Ducks football, and Legos.
