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
TD Ameritrade's board suddenly pushes out Tim Hockey after his big misread of RIAs; Tom Bradley name-dropped as successor
The CEO broke the TD promise never to compete with RIAs, took it back and got sent packing
July 23, 2019 at 4:30 AM
Apex nabs Jon Patullo from 'Schwabitrade' to 'raise the bar' and make his new firm's RIA system as 'frictionless' as the old one
The loved and admired TD Ameritrade software chief will bring his playbook -- and possibly Schwab's -- to Apex, which continues to try putting a winning front-end on its old Penson backend, a source says
October 11, 2022 at 12:40 AM
Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'
The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.
February 10, 2022 at 2:22 AM
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
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A very sad story, yet I am glad you took the time to research and tell it.
It is clear to all of us in the RIA space, that Mr. Clarke has left behind a proud and lasting legacy both through his sons and the strong and vibrant companies he created.
My condolences to the Clarke family.
Nice article, it really says a lot about how a company should be operated. I never had the chance to personally meet Patrick, however I can say that after working with Eric over the years, he reflects the qualities of his father you related in this article. The folks I’ve worked with at Northstar and Orion also reflect that of their founder. I’m confident the legacy will continue.
Pete Giza | Managing Partner | Spitbrook LLC
Great tribute to a real business leader and kind human being. While I didn’t know Scott, I had the opportunity to spend time with Patrick on numerous occasions and was always impressed with his business sophistication combined with a degree of humility that I have rarely seen in this industry. The Clarke family has been a leader in helping advisors better serve the investor and I know that Patrick’s legacy will be built upon by Eric and Todd and the rest of the Northstar team.
My deepest condolences to the whole Northstar group and especially the Clarke family. It was a true privilege to have known and spent time with Patrick Clarke!
Brooke, Did Mr. Clarke work at Reynolds Securities before going to DWR?
I did have the honor to meet Patrick. He was a great guy. His passing was a loss to our community. NorthStar is a great company, I am sure his family and employees will continue to succeed.
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