In 2022, Mike Wilson became an integral part of Orion, driven by his commitment to realize our internal integration strategy known as "Better Together." Prior to joining our team, Mike held the role of Executive Vice President at LPL Financial. In this capacity, he led the advancement and upkeep of cutting-edge proposal generation, investment analytics, and portfolio-modeling solutions. These offerings were accessible not only to LPL advisors but also to the wider wealth-management sector. Mike's journey with LPL Financial commenced in 2018 through LPL’s acquisition of AdvisoryWorld. Preceding this acquisition, he served as the President and Chief Executive Officer of AdvisoryWorld, steering its operations and growth. Under his guidance, diverse initiatives flourished, including product development, sales and marketing, and the expansion of web and mobile services.
Mike's dedication extends to serving clients, collaborating closely with institutional research, marketing, and compliance groups, and fostering connections with entities spanning wirehouses, broker/dealers, asset managers, and RIA firms throughout the nation.
Beyond his corporate roles, Mike emerges as an active angel investor, advisory board member, and mentor for multiple startup ventures in industries like SaaS, FinTech, Legal Tech, and Biotech/health sciences. He also contributes his insights as a member of the Board of Directors for Junior Achievement of San Diego. Mike attained his Bachelor of Science degree in Entrepreneurship from the University of Southern California. Presently, he resides in Encinitas, California, alongside his cherished spouse and their two remarkable children.
