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The RIA world's provacateur, Raj Udeshi, left Orion to go 'nuts,' bears no grudges after the Riskalyze assault, and reveals his one regret was taking too little risk

Now in Kern County, Calif. the HiddenLevers founder, 45, is growing pistachios for 'single-digit' returns and maintains a great relationship with Eric Clarke and Orion.

Author Oisin Breen March 22, 2023 at 1:48 AM
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Raj Udeshi: I wish we [invested] a little more instead of being too safe.
Brooke Southall and Keith Girard contributed to the editing of this article.

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

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Top Executive: Eric Clarke, CEO

Iraklis Kourtidis

Iraklis Kourtidis

March 23, 2023 — 12:10 AM
Am I the only one who got reminded of the scene where Vito Corleone is chasing his grandson in the orange grove?

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