Meet Our Leadership Team Eric Clarke Chief Executive Officer Ryan Beach President, Orion Wealth Management Brian McLaughlin President, Orion Advisor Tech Kurt Brown President, OCIO Daniel Applegarth Chief Financial Officer Kylee Beach General Counsel Julie Lane Chief Human Resources Officer Betsy Jazynka Chief Marketing Officer Meet Our Board Charles Goldman Executive Chair of the Board Noreen D. Beaman Vice Chair of the Board Jonathan R. Baum Board Member M. Roy Burns Managing Director, TA Associates Eric Clarke Chief Executive Officer Todd Crockett Managing Director, TA Associates Lori Hardwick Board Member Brian McLaughlin President, Orion Advisor Tech Sid Ramakrishnan Principal, Genstar Capital Tony Salewski Managing Director, Genstar Capital