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Charles Goldman takes seat on Orion board sparking thoughts about RIA custody comeback in Omaha and just what it can do with the Redtail, Brinker and TownSquare acquisitions

The ex-Schwab/Fidelity RIA custody chief was a turnaround CEO at AssetMark where he ushered in a custody offering and an IPO.

Author Brooke Southall October 1, 2022 at 12:45 AM
2 Comments
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Charles Goldman: I’m excited to join the board at such a pivotal time in the company’s history.

Charles Goldman

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Eric Clarke


Stephen Chen

Stephen Chen

October 1, 2022 — 8:09 PM
If you ever do the combined bike ride I'd love to go along :-) (or anytime - let's go!) Sounds like Orion is gearing up for some bigger moves.
brooke southall

brooke southall

October 1, 2022 — 8:25 PM
That's a deal!

Related Moves

September 30, 2023 at 2:31 AM

Sleeping giant McKinsey & Co. hires Eric Clarke as it awakens to $9-trillion RIA business and plays catch-up

The New York City consulting giant quietly made the Orion founder and ex-CEO a McKinsey senior advisor two months after he stepped down last year.

May 30, 2024 at 1:35 AM

Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media

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November 23, 2023 at 12:20 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

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