Natalie Wolfsen

Chief Executive Officer

Ryan Beach

President, Orion Wealth Management

Brian McLaughlin

President, Orion Advisor Tech

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

Board Member

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

Natalie Wolfsen

Chief Executive Officer