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Ex-Fiserv executives bid to create a new force in RIA custody by taking the Equity Trust bull by the horns

The year-old Denver-based firm touts technology cost savings via its Orion-driven platform

Author Lisa Shidler March 14, 2012 at 3:32 PM
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Sean Gultig: It's not often in business that you get to do a mulligan.

Related Moves

A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction

Eric Clarke founded Orion in 1999 and built it to a $3.6 trillion AUA juggernaut, but he believes both he and the company are ready for a big change

May 22, 2023 at 5:13 PM

Cetera hiring Mike Durbin as CEO -- overseeing its existing 'CEO' -- completes Genstar's stellar HR week after it put Charles Goldman atop Orion's board -- with 'exponential' growth in mind for the 'middle market' companies

The Los Angeles broker-dealer nabbed the Fidelity legend to take its $118-billion AUM and 8,000 advisors higher, just as Orion -- also majority owned by Genstar -- makes a similar move.

May 18, 2023 at 1:46 AM


Mentioned in this article:

Equity Advisor Solutions
Asset Custodian
Top Executive: Sean Gultig

The Ensemble Practice LLC
Consulting Firm
Top Executive: Philip Palaveev




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