Natalie Wolfsen

Chief Executive Officer

Ron Pruitt

President, Orion Wealth Management

Reed Colley

President, Orion Advisor Technology

Mark Mayo

Chief Financial Officer

Arun Anur

Chief Operating Officer

Kylee Beach

General Counsel

Julie Lane

Chief Human Resources Officer

Betsy Jazynka

Chief Marketing Officer

Chris Shutler

Head of Strategy

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

Board Member

Sid Ramakrishnan

Director, Genstar Capital

Tony Salewski

Managing Director, Genstar Capital

Natalie Wolfsen

Chief Executive Officer