Orion draws a record pack of hackers to Utah to code, bond -- and compete
From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals
LPL
|Morningstar
|RIA IN A BOX
|Junxure
|Redtail
|Abacus Wealth Partners
|HiddenLevers
|CAIS
|CLS Investments
|Salentica
|FPPad
|LaserApp
|Orchestrate
|Riskalyze
|Advicent
|Orion Advisor Services
|Wealth Access
|Beacon Wealth Management
Bill Winterberg
Related Moves
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
Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it
The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate
February 28, 2020 at 11:09 PM
Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?
The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader
June 11, 2019 at 9:49 PM
Reed Colley is back as Orion's president with the immense task of taking its legacy RIA technology and making it into a dream experience -- with help from data stores and AI
Colley sold Black Diamond to Advent in 2011 and rose to the top, but the challenge is greater this time because he doesn't have the same software tabula rasa, sources say.
December 20, 2024 at 2:18 AM
See more related moves
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh
Junxure
CRM Software
Top Executive: Greg Friedman
Redtail Technology
CRM Software
Top Executive: Brian McLaughlin
FPPad.com
Consulting Firm
Top Executive: Bill Winterberg
Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto
HiddenLevers
RIA Publication
Top Executive: Eric Clarke, CEO
Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein
SS&C Salentica
CRM Software
Kitces.com
Consulting Firm
Top Executive: Michael Kitces
Riskalyze
Tech: Other
Top Executive: Aaron Klein
CLS Investments, LLC
TAMP
Top Executive: Todd Clarke
Wealth Access Inc
Account Aggregator
Top Executive: David Benskin
RIA in a Box
Compliance Expert
Top Executive: GJ King
