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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'

Author Brooke Southall September 8, 2023 at 11:58 PM
1 Comment
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Natalie Wolfsen hopes to replicate her AssetMark success at Orion.
Keith Girard contributed to the editing of this article.

People Moves

Pete Giza

Pete Giza

September 9, 2023 — 3:09 AM
Since we're reflecting here I'd just like to say it's just plain weird and a bit lonely without Eric somewhere out there in front of the crowd. I've known Eric since 2006 and worked with and for him on various projects. A few things I have always been at awe with - his boundless energy and his commitment to prospects and clients. I've watched Eric growvOrion from a small service provider to the juggernaut it's become under his watch as it's founder and commander and chief. I offer my best wishes to the next generation of Orion leadership. But my profoundest respect and admiration go to Eric as one of our industry's most loved personalities and leaders. Pete Pete Giza | Spitbrook Associates

Related Moves

September 30, 2023 at 2:31 AM

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

CEO Natalie Wolfsen suffers first setback and rescinds a return-to-office (RTO) policy after week of protest to work on a more collaborative agreement on a post-COVID new normal

November 23, 2023 at 12:20 AM

Cetera hiring Mike Durbin as CEO -- overseeing its existing 'CEO' -- completes Genstar's stellar HR week after it put Charles Goldman atop Orion's board -- with 'exponential' growth in mind for the 'middle market' companies

The Los Angeles broker-dealer nabbed the Fidelity legend to take its $118-billion AUM and 8,000 advisors higher, just as Orion -- also majority owned by Genstar -- makes a similar move.

May 18, 2023 at 1:46 AM

Skience, a top Salesforce customizer, just lost three top-tier execs -- boom, boom, boom -- with Salesforce overhang likely contributing in hotly competitive market

No sooner did the Herndon, Va., reseller roll out 'bundles' to RIAs and enterprises than its president/COO and two sales/marketing talents exited as its offering faces world of new challenges.

April 22, 2023 at 5:23 AM

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