Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

0

OMAHA, Neb.–(BUSINESS WIRE)–Orion Advisor Solutions, the leading provider of transformative wealth technology solutions for fiduciary advisors, today announced that Brian Storey, CFA, has joined Orion’s Brinker Capital Investments as Senior Portfolio Manager. Storey is a key contributor to asset allocation decisions for Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction for Brinker’s flagship multi-asset mutual funds, Destination Funds.

“Brian is a highly accomplished investment professional,” said Tim Holland, Chief Investment Officer, Orion Advisor Solutions. “With nearly two decades of wealth management experience, Brian has extensive knowledge of asset allocation, manager research and portfolio construction, including over 10 years in portfolio management, creating multi-asset class and multi-manager solutions for private and institutional clients. His hire adds significant depth to Brinker’s portfolio management team and enables greater advisor support and research coverage.

Prior to joining Orion, Storey spent 18 years in portfolio management at First Citizens Bank. He earned his Bachelor of Science in Management from the US Coast Guard Academy, after graduating for five years on active duty in the Coast Guard. Storey holds an MBA from Duke University’s Fuqua School of Business and is a CFA charterholder.

Brinker Capital Investments, LLC, a registered investment adviser.

Access to the services presented is provided solely as a service to financial advisors. HiddenLevers does not make recommendations or determine the suitability of any security or policy. Past performance of a security or strategy does not guarantee future results. HiddenLevers research and tools are provided for informational purposes only. Although the information is believed to be reliable, HiddenLevers does not guarantee its accuracy, completeness or suitability for any purpose, and makes no warranty as to the results to be obtained from its use.

The CFA® is a globally respected college-level investment credential, established in 1962 and awarded by the CFA Institute, the world’s largest association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.

About Orion Advisor Solutions

Orion is a leading provider of the technology-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to prospect, plan, invest and execute in a single, connected, technology-driven experience. Together our branded entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, TownSquare Capital, HiddenLevers and BasisCode create a comprehensive offering that enables businesses to seamlessly attract new customers, connect goals more meaningfully to investment strategies and results. , and ultimately track progress toward every investor’s unique definition of financial success. With the addition of Redtail and TownSquare, the combined platform manages over $3 trillion in assets under administration and $62 billion in wealth management platform assets. Prior to the close of Redtail and TownSquare, Orion served 4.7 million technology accounts and supported more than 2,300 independent consulting firms with $1.9 trillion in assets under administration and $60 billion in platform assets. wealth management (as of March 31, 2022), making Orion the platform of choice for all growth-focused advisory firms looking to strengthen client relationships, gain competitive advantage in a crowded marketplace, and build strong and profitable businesses. To learn more, visit www.orion.com.

1308-BCI-25/07/2022


Source link

Share.

Comments are closed.