October 4, 2022


Enduring Values

Orion Advisor Remedies Expands Portfolio Administration Staff for Brinker Capital’s Places Cash

OMAHA, Neb., July 26, 2022–(Business enterprise WIRE)–Orion Advisor Methods, the leading provider of transformative wealthtech answers for fiduciary advisors, declared now that Brian Storey, CFA, joined Orion’s Brinker Money Investments as senior portfolio supervisor. Storey is a critical contributor to asset allocation choices throughout Brinker’s discretionary financial commitment products and supplies manager choice, owing diligence and portfolio building for Brinker’s flagship multi-asset course mutual money, Locations Resources.

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Brian Storey, CFA, senior portfolio manager, Brinker Money Investments. (Picture: Enterprise Wire)

“Brian is a hugely attained expenditure experienced,” stated Tim Holland, main investment officer, Orion Advisor Options. “With nearly two many years of wealth administration practical experience, Brian has intensive awareness of asset allocation, manager investigate and portfolio building, like much more than 10 years in portfolio management making multi-asset course, multi-manager remedies for private prosperity and institutional shoppers. His employing adds significant depth to Brinker’s portfolio administration workforce and will allow for higher advisor assist and research protection.”

Prior to joining Orion, Storey put in 18 a long time in portfolio management at 1st Citizens Financial institution. He obtained his Bachelor of Science in Administration from the U.S. Coastline Guard Academy, serving 5 many years of active duty in the Coast Guard following graduation. Storey holds a Grasp of Organization Administration from Duke University’s Fuqua Faculty of Business enterprise and is a CFA charterholder.

Brinker Cash Investments, LLC, a registered investment decision advisor.

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The CFA® is a globally respected, graduate-level expense credential proven in 1962 and awarded by CFA Institute — the major international association of financial commitment industry experts. To understand much more about the CFA constitution, stop by www.cfainstitute.org.

About Orion Advisor Remedies

Orion is a premier supplier of the tech-enabled fiduciary course of action that transforms the advisor-consumer partnership by enabling financial advisors to Prospect, Approach, Spend, and Reach inside a single, related, technology-pushed knowledge. Mixed, our manufacturer entities, Orion Advisor Tech, Orion Portfolio Answers, Brinker Funds Investments, Redtail Technological know-how, TownSquare Capital, HiddenLevers, and BasisCode produce a full presenting that empowers companies to bring in new clientele seamlessly, connect ambitions a lot more meaningfully to financial investment tactics and outcomes, and ultimately monitor progress towards each individual investor’s exclusive definition of fiscal results. With the addition of Redtail and TownSquare, the blended system providers much more than $3 trillion in assets less than administration and $62 billion of wealth administration system property. Prior to closing on Redtail and TownSquare, Orion served 4.7 million engineering accounts and supported a lot more than 2,300 independent advisory corporations with $1.9 trillion in property beneath administration and $60 billion of wealth administration platform belongings (as of March 31, 2022), producing Orion the platform of selection for all development-centered advisory corporations seeking to fortify their shopper interactions, attain a aggressive edge in a crowded marketplace, and construct sturdy, worthwhile corporations. Discover more at www.orion.com.


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Candice Hudson
FleishmanHillard, on Orion’s behalf
[email protected]