Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008
Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts
Related Moves
The RIA world's provacateur, Raj Udeshi, left Orion to go 'nuts,' bears no grudges after the Riskalyze assault, and reveals his one regret was taking too little risk
Now in Kern County, Calif. the HiddenLevers founder, 45, is growing pistachios for 'single-digit' returns and maintains a great relationship with Eric Clarke and Orion.
March 22, 2023 at 1:48 AM
Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement
Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'
September 8, 2023 at 11:58 PM
Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says
The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.
January 7, 2022 at 11:40 PM
HiddenLevers
RIA Publication
Top Executive: Eric Clarke, CEO
Private Client Resources (PCR)
Portfolio Management System, Account Aggregator, Alternative Investments
Top Executive: Bob Miller, CEO
Aite Group
Consulting Firm
Top Executive: Frank Rizza
Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein
MacroRisk Analytics
Tech: Other
Top Executive: G. Michael Phillips, Ph.D.
