Nolan Mauk serves as an Investment Research Analyst on the Investment Strategy team at Orion. In this role, he works directly with financial advisors, leveraging proprietary manager research and data to construct end-client portfolios on the Orion TAMP platforms aligned with each client's risk tolerance and investment objectives. Nolan also conducts ongoing research across financial and economic topics, translating that work into market commentary through blogs, videos, chart packs, and presentations. Nolan's insights have been featured in several third-party publications, including InvestmentNews, Yahoo Finance, and The Daily Upside.

Nolan received his Bachelor of Science in Business Administration with highest distinction, with emphases in finance and economics, from the University of Nebraska-Lincoln.

Nolan is a CFA Charterholder and also holds the Behavioral Financial Advisor (BFA) designation.

The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org

Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.