Articles tagged "NorthStar"


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Orion's parent NorthStar tops 700 employees, finishes second Omaha campus and taps a super-exec from central casting to run it all

With Eric and Todd Clarke handling day-to-day challenges at Orion and CLS, NorthStar finds an un-Clarke in Jon Baum, former CEO and chairman of The Dreyfus Corp.

March 24, 2016 — 7:02 PM UTC

How Orion's parent company -- NorthStar -- is recovering, Omaha-style, from underestimating space needs by 45,000 square feet

After hiring 326 people in last 18 months, people are being all but stuffed in closets but a cheap solution is at hand -- a new campus

August 28, 2015 — 4:43 PM UTC

Orion signs on three $1 billion-plus RIAs on its even-keeled Omaha reputation then rocks its own boat with a sale to Boston firm

Pinnacle Advisory Group, Brouwer & Janachowski, HK Financial Services bought Orion for scaling and nervously accept that it made its own scaling move

February 20, 2015 — 8:51 PM UTC

Boston firm buys Orion Advisor Services as part of NorthStar succession deal

TA Associates is acquiring a majority position in NorthStar Financial, which also owns CLS Investments and Gemini Fund Services

February 9, 2015 — 2:30 PM UTC

How a band of advisor-execs scaled 5,000 sunless feet to the summit of the Half Dome -- and the lessons the exploit yields for growing RIAs

Advisors donned headlamps, assuming considerable risk effecting the nighttime ascent in Yosemite -- including an encounter with a mama bear

July 18, 2014 — 3:05 PM UTC

How exactly Securities America won back a $414 million team that left in a huff in 2007

The once embattled broker-dealer -- after switching out Ameriprise as owner -- is determined to woo back former advisors who left during turmoil

September 26, 2013 — 3:52 AM UTC

A terrible loss in the RIA business of the original breakaway broker

A plane crash takes Patrick Clarke, the founding owner of Orion, Gemini and CLS, who leaves behind a family and friends in grief and three booming companies

February 6, 2013 — 5:13 PM UTC
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