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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
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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


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September 8, 2023 at 11:58 PM

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

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May 22, 2023 at 5:13 PM

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May 18, 2023 at 1:46 AM

Seven 'RIA' chief executives are stepping aside for CEO 'operators' as PE backers get 'trigger' happy in adverse market; here are their stories

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September 7, 2023 at 9:46 PM

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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!

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