As Chief Marketing Officer of Orion, Betsy Perez leads the company’s marketing, brand, and go-to-market strategy, focused on accelerating growth by helping independent fiduciary advisors differentiate, scale, and build stronger businesses. Since joining Orion in 2021, she has helped shape the company’s market position and growth strategy while expanding how Orion engages and builds community with advisors. Her work connects market insight, brand, thought leadership, and experiences to deepen advisor relationships, create demand, and translate Orion’s innovation into meaningful value for the firms it serves.
Perez brings more than 25 years of experience driving growth, building differentiated brands, and leading transformation across financial services, technology, and B2B organizations. Prior to Orion, she served as Vice President of Marketing for Union Bank & Trust, where she led marketing, customer experience, and call center teams.