Experience Is What Sets Us Apart

Your experience is backed by ours—and we know what matters because we’ve been in your shoes.

Meet Our Leadership Team

Eric Clarke
Chief Executive Officer

Eric Clarke serves as chief executive officer for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization’s brand entities: Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Brinker Capital Investments. Prior to his current role, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS Investments. As an industry-recognized thought leader and advocate for advisory professionals, Eric has written numerous articles that have appeared in InvestmentsNews and The Journal of Financial Planning. Eric has received numerous industry awards including ThinkAdvisor’s IA25 in 2012 and 2019, and InvestmentsNews’ Icon & Innovators Award in 2019.

Eric earned his Bachelor of Science in Accounting from Brigham Young University and Master of Business Administration from the University of Utah. As an avid runner, Eric uses the solitude of his runs to think through business strategies and plan new scenarios to help advisors increase functional efficiencies and improve their businesses.

Daniel Applegarth
Chief Financial Officer

Daniel Applegarth is the chief financial officer of Orion Advisor Solutions and is responsible for the financial operations of Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Brinker Capital Investments. Prior to joining the company in 2006, Daniel worked as an auditor for Ernst and Young in Seattle, where he obtained his CPA license. Daniel graduated from Brigham Young University with a bachelor’s degree in accounting, and later received his Master of Business Administration at the University of Nebraska-Omaha.

Mustapha Baassiri
Chief Product and Technology Officer

Mustapha Baassiri is the Chief Product and Technology Officer at Orion Advisor Solutions. He has spent his career building and delivering software for the financial industry. Starting as a software engineer, Mustapha worked at various global financial institutions in Paris, London, and New York, implementing capital market risk and portfolio management solutions. In 2012, he co-founded Advizr, a leading financial planning software solution for wealth managers, which was acquired by Orion in 2019. Mustapha has a graduate degree in engineering and a Master of Business Administration from Columbia Business School.

Kylee Beach
General Counsel

Kylee Beach serves as general counsel for Orion Advisor Solutions, where she oversees various legal matters affecting Orion and its brand entities including, contracts, intellectual property, and other corporate matters. Kylee also supervises the risk and compliance teams and serves as the Chair of the Executive Risk Committee.

Since joining Orion in 2011, Kylee has held numerous positions including Chief Compliance Officer for Orion’s affiliate, CLS Investments, LLC, an SEC-registered investment adviser. Prior to joining Orion, Kylee was a private practice attorney who represented numerous issuers before the SEC on issues including initial public stock offerings, registration of investment advisers, and ongoing reporting obligations.

Kylee received her J.D., with high distinction, from the University of Nebraska College of Law, and earned her Bachelor of Science in Business Administration from Nebraska Wesleyan University with the highest distinction.

Ryan Beach
Chief Operating Officer

Ryan Beach serves as Chief Operating Officer at Orion Advisor Solutions, where he oversees the implementation and execution of business operations across the company. As a member of the Office of the CEO, Ryan also builds strategy along with the other members of the Office of the CEO and is also responsible for all M&A activities at Orion. Ryan is dedicated to creating solutions for complex problems, and advocates for a great experience across Orion for clients as well as employees.

Prior to joining Orion, Ryan served as an attorney for a law firm specializing in SEC matters. In 2011, he joined Orion’s legal department and became president of CLS Investments the following year. He has since held several leadership roles across Orion, including CEO of CLS, CEO of Constellation Trust Company, and president of Orion Portfolio Solutions. Ryan’s legal background provided him with a unique perspective to tackle issues in the highly regulated financial industry.

Ryan is passionate about helping advisors guide their clients to achieve their long-term financial goals. He embraces the fiduciary business model and loves being part of a company that strives to give more to its clients than it takes.

Ryan holds a Bachelor of Arts in Economics, a Juris Doctorate earned with distinction, as well as FINRA Series 65 license.

Mike Forker
EVP, Wealth Management Platform Operations

Mike Forker, J.D., serves as Executive Vice President, Wealth Management Platform Operations. Previously, Mike served as Chief of Staff of Operations, Chief Risk Officer, and Chief Compliance Officer. Prior to joining the company, he served as a compliance consultant and attorney for independent RIAs and broker-dealers through a well-known consulting firm.

Mike earned his Juris Doctor from Creighton University School of Law and his Bachelor’s degree in Business Administration from the University of Iowa.

Timothy Holland, CFA
Chief Investment Officer

Tim Holland is the chief investment officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, Tim was the Global Investment Strategist at Brinker Capital where he worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook, including the company’s investment views and portfolio positioning. Tim has over 20 years of investment experience.

Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings. Prior to TAMRO, Tim was employed as an Equity Analyst at Manley Asset Management, a long/short hedge fund firm. Additionally, he was a Partner at Towers Group, a boutique corporate communications firm providing media and public relations counsel to capital markets companies.

Tim received his Bachelor of Arts in political science from Drew University. He holds a FINRA Series 65 designation and is a CFA® charterholder.

Tim’s investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and Financial Times.

Randy Lambert
EVP, Tech Operations

Randy Lambert is the EVP, Tech Operations of Orion Advisor Solutions, where he is responsible for the operational services delivered to clients. Randy has been with Orion since its inception and has played an integral role in the company’s growth. He’s overseen the development of the industry-changing technology and has driven the implementation of service solutions to ensure Orion’s staff is prepared to support the advisors value proposition. Orion’s operations team is committed to supporting the mission of powering the advisor-client journey through a tech-enabled fiduciary process.

Randy holds a Bachelor of Science in Business Administration, Finance from Creighton University, and is currently pursuing his Master of Business Administration from Regis University

Julie Lane
Chief Human Resources Officer

Julie Lane currently serves as Chief Human Resources Officer. She has been an HR leader in numerous industries including: retail, packaging and technology in start-up, private-equity portfolio and public business settings. She holds the professional human resources certifications of SPHR and SHRM – SCP. Julie earned her MBA from Bellevue University.

Brian McLaughlin
President of CRM

Brian McLaughlin is President of CRM for Orion Advisor Solutions. Prior to Orion’s acquisition in June 2022, Brian was the CEO and Co-Founder of Redtail Technology where he worked closely with advisors, broker-dealers, and industry partners for nearly two decades. Through innovation and cooperation, Brian’s touchstone has always been to make the industry a better place for those who depend upon it. He is passionate about the CRM-driven solutions Redtail Technology provides to the financial services community and enjoys getting his hands dirty in the pursuit of continuous innovation. In addition to his behind-the-scenes work on Redtail product development, Brian is also highly respected in the industry at large, as evidenced by his many appearances as an individual speaker or panelist at industry events and through his frequent contributions to publications such as Financial Planning, InvestmentNews, and ThinkAdvisor. When he’s not focused on fintech, Brian loves spending time with his family, all things aviation, Oregon Ducks football, and Legos.

Trent Mumma
EVP, Tech Products

Trent Mumma is EVP, Tech Products at Orion Advisor Solutions. In this role, Trent is responsible for overseeing Orion’s strategy for delivering an innovative advisor and client experience.

Trent started at Orion in 2010 as the first member of the trading team. Since then, he has made it his mission to solidify and enhance Orion’s platform. Trent is dedicated to ensuring Orion is tuned into advisors’ needs, providing them with constant innovations and the necessary tools to win.

Betsy Perez
EVP, Marketing

As the Executive Vice President, Marketing, Betsy Perez is responsible for creating and accelerating Orion’s strategy and brand. She is focused on driving the company’s vision of helping independent fiduciary advisors differentiate and grow by building go-to-market and thought leadership plans that support Orion’s innovation efforts.

Perez has over 25 years’ experience devoted to elevating brands and implementing scalable multi-channel marketing programs for investment firms, banks, technology companies and other B2B organizations. Most recently, she was Vice President of Marketing for Union Bank & Trust where she led marketing, customer experience and call center teams.

Thomas K.R. Wilson, CFA
Head of Wealth Advisory

Tom Wilson is Head of Wealth Advisory at Brinker Capital Investments. In this role, Tom directs the implementation of the company’s multi-asset class investment philosophy and discipline in institutional and high net worth portfolios. Tom began his career at Brinker Capital as Vice President of the Investment Management Group where he supervised the due diligence, performance measurement, investment strategy, relationship management, and new accounts departments. Tom has over 29 years of industry experience.

Previously, Tom was Vice President at Davidson Capital Management where he served as a Portfolio Manager for institutional and high net worth accounts, as well as an Equity Analyst covering the telecommunications and technology sectors. Tom is an Honors Scholar and Summa Cum Laude graduate of James Madison University with a Bachelor of Arts in economics.

He holds FINRA Series 7, 63, and 65 licenses and is a member of the Financial Analysts of Philadelphia and the CFA Institute.

Tom is a frequent investment and asset allocation commentator with his views featured in various business media, including CNBC, The Wall Street Journal, Associated Press, Bloomberg U.S., Bloomberg Asia, FOX News, BusinessWeek, and Foundation & Endowment Money Management.

Meet Our Board

Jonathan R. Baum
Executive Chair of the Board

In 2013, Jonathan retired as Chairman and CEO of both The Dreyfus Corporation—a subsidiary of BNY Mellon—and Mellon Bank Securities Corporation. Having served as a C-suite executive for a number of financial institutions, including Scudder Investments and UBS PaineWebber, he brings the leadership and experience of a long and accomplished career to his role as Executive Chair of the Board. Jonathan holds a B.A. from Bucknell University.

Noreen D. Beaman
Vice Chair of the Board

Noreen D. Beaman is the Vice Chair of Orion’s Board of Directors. She most recently served as President of Orion Advisor Solutions following Orion’s 2020 merger with Brinker Capital. Prior to the merger, Noreen was CEO at Brinker Capital where she helped advisors and their clients build better outcomes for over 30 years. Noreen has received numerous accolades for her lasting impact on the financial advice industry include Philadelphia Business Journal’s Most Admired CEO, InvestmentNews’ 2017 Women to Watch, and Greater Philadelphia’s Entrepreneur of the Year, alongside Chuck Widger in the financial services category by EY.

Noreen received her Bachelor of Science from Saint Peter’s University. She earned the CPA designation in New Jersey and is a member of the American Institute of Certified Public Accountants. As an industry leader, Noreen is passionate about supporting culture, women, and diversity in the workplace. She is a mentor for the Money Management Institute’s Leadership Pathway, which connects members of the next generation with industry veterans to further enhance the mentee’s knowledge and insights surrounding the investment advisory industry. Noreen is an active contributor and frequently participates in panels to discuss the importance of women and greater diversity, equity, and inclusion in wealth management.

M. Roy Burns
Managing Director, TA Associates

Roy helps lead TA’s investments in financial services markets, previously working in Equity Investments at Davidson Kempner Partners and High Yield and Leveraged Finance at Banc of America Securities. Roy holds a B.S. from Washington and Lee University and an M.B.A. from the Stanford Graduate School of Business, where he was named an Arjay Miller Scholar.

Eric Clarke
Chief Executive Officer

Eric Clarke serves as chief executive officer for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization’s brand entities: Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Brinker Capital Investments. Prior to his current role, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS Investments. As an industry-recognized thought leader and advocate for advisory professionals, Eric has written numerous articles that have appeared in InvestmentsNews and The Journal of Financial Planning. Eric has received numerous industry awards including ThinkAdvisor’s IA25 in 2012 and 2019, and InvestmentsNews’ Icon & Innovators Award in 2019.

Eric earned his Bachelor of Science in Accounting from Brigham Young University and Master of Business Administration from the University of Utah. As an avid runner, Eric uses the solitude of his runs to think through business strategies and plan new scenarios to help advisors increase functional efficiencies and improve their businesses.

Todd Crockett
Managing Director and Co-Head of Services Group, TA Associates

Todd is co-head of the North America Services Group and focuses primarily on investments in financial and tech-enabled services companies, and serves on the Board of Directors of DiscoverOrg, Evanston Capital Management, Orion Advisor Solutions, Procare Software, and Russell Investments. Todd received a B.A. in politics from Princeton University and an M.B.A. from Harvard Business School.

Lori Hardwick
Board Member

Lori is a member of Genstar Capital’s Strategic Advisory Board and advises the firm in the financial services industry. She brings more than 25 years of experience of working in the financial industry as a prominent voice and is known for her intense passion for continuous improvement in the financial advisory industry. As CEO of WealthTech at RedRock Strategic Partners LLC, Lori works directly with C-suite level executives at some of the largest financial services companies, to help them create, and execute against, winning growth strategies and to improve the overall experiences for advisors and their clients. She has expertise in investment, technology, distribution and advisory solutions and is a regular speaker at industry events. Lori received a BA from The Ohio State University and graduated from the Executive MBA Program at the University of Chicago Booth School of Business.

Brian McLaughlin
President of CRM

Brian McLaughlin is President of CRM for Orion Advisor Solutions. Prior to Orion’s acquisition in June 2022, Brian was the CEO and Co-Founder of Redtail Technology where he worked closely with advisors, broker-dealers, and industry partners for nearly two decades. Through innovation and cooperation, Brian’s touchstone has always been to make the industry a better place for those who depend upon it. He is passionate about the CRM-driven solutions Redtail Technology provides to the financial services community and enjoys getting his hands dirty in the pursuit of continuous innovation. In addition to his behind-the-scenes work on Redtail product development, Brian is also highly respected in the industry at large, as evidenced by his many appearances as an individual speaker or panelist at industry events and through his frequent contributions to publications such as Financial Planning, InvestmentNews, and ThinkAdvisor. When he’s not focused on fintech, Brian loves spending time with his family, all things aviation, Oregon Ducks football, and Legos.

Sid Ramakrishnan
Principal, Genstar Capital

At Genstar Capital, Sid helps to identify, evaluate, and execute acquisition and investment opportunities. He originally joined Genstar Capital in 2012 as an Associate and re-joined the firm in 2017. Prior to re-joining, Sid was Chief of Staff to the CEO at AssetMark (a former Genstar portfolio company) and led corporate strategy for the firm. Sid began his career as an investment banking analyst at Morgan Stanley. Sid received a BS in Business Administration from the University of Southern California.

Tony Salewski
Managing Director, Genstar Capital

Tony helps to identify, evaluate, and execute acquisition and investment opportunities for Genstar Capital. Prior to joining Genstar Capital in 2007, Tony was the Chief of Staff at Barclays Global Investors (“BGI”), where he executed strategic initiatives for the Executive Committee. Prior to BGI, he was an Associate at Hellman & Friedman LLC, a private equity investment firm in San Francisco. He began his career in the investment banking division of Morgan Stanley in New York. Tony holds an MBA with distinction from Harvard Business School.

Meet Our Business Development Team

Coast-to-coast coverage makes access to the technology platform you need, simple. Click to meet the team leading our efforts in your neck of the woods.

Map
Sean Hollingshead
VP, Regional Sales
West Region

Sean Hollingshead leads a team that works with Orion firms to demonstrate the value of add-on products, including Eclipse Trading, ASTRO, and Inform. He believes the best method of sales is to take an honest approach with advisors. He is dedicated to keeping the interests of Orion and advisors in mind when putting together deals.

Ashley Heinzman
Business Development
northwest

Ashley Heinzman is responsible for supporting advisors in Orion’s Northwest territory. She works with advisors during their initial review of Orion and coordinates the first steps for their due diligence process. Ashley also supports Orion’s V.P. of Business development by undertaking follow-up tasks related to advisors’ due diligence.

Joel Hurst
SVP, Regional Sales
Southeast Region

As Senior Vice President of Business Development at Orion, Joel Hurst works directly with advisory firms across the southeastern United States. He is dedicated to taking a consultative approach with new and prospective advisors.  Joel began his career at Orion in 2004 as an account manager, and he later took on the position of Institutional Service Manager before starting his current position. During his many years at the company, Joel is responsible for bringing hundreds of new firms to Orion along with millions in new revenue.

George Svagera
SVP, Regional Sales
Enterprise Sales

As Senior Vice President of Regional Sales at Orion, George Svagera is responsible for connecting with financial advisors across the southwestern United States. George is dedicated to truly understanding the unique needs of advisors and what they’re trying to accomplish with their technology. He works every day to have a positive impact on advisory firms by helping them use Orion’s technology to improve efficiency and drive growth.

Ryan Donovan
SVP, Regional Sales
Enterprise Sales

Ryan Donovan joined Orion in 2014 to establish a local presence in the Northeast. Ryan is a New York native and self proclaimed gastronomist who enjoys golf, travel and relaxing at home with his wife and kids.

Paul Wick
VP, Regional Sales
Great Lakes Region

In his role as VP of Regional Sales, Paul Wick delivers the breadth of Orion’s technology solutions to advisory firms across the Midwest. When meeting with RIAs, Paul is dedicated to taking a truly consultative approach and understanding the unique needs of advisors to provide the best solutions for their business. Before beginning his career at Orion, Paul helped advisors grow their businesses with technology solutions at TD Ameritrade and later at Gemini Alternative Funds. His professional background has given Paul a unique perspective on finding and fulfilling the technology needs of advisors.

Ben Frantz
VP, Regional Sales
Central Region

As Vice President of Regional Sales at Orion, Ben Frantz is responsible for partnering with prospective firms across the south-central United States.

Before beginning his current role, Ben worked on the service side at Orion as an account manager, then moved to internal sales. Ben’s background gives him a unique perspective that allows him build relationships with prospective firms. He’s dedicated to taking a consultative approach to the sales process, by listening to firms and fully understanding their needs.

Joe Badalucco
Senior Business Development
Southeast Region

Joe Badalucco is responsible for many facets of Business Development in Orion’s Southeast territory. His primary focus is to speak with advisors and determine if Orion’s tech solutions are a good fit for their business, demonstrate Orion’s technology, and provide consultative answers throughout advisors’ due diligence process. He strives to help advisors achieve streamlined business practices through the added efficiency Orion can provide.

Ryan Donovan
SVP, Regional Sales
Northeast Region

Ryan Donovan joined Orion in 2014 to establish a local presence in the Northeast. Ryan is a New York native and self proclaimed gastronomist who enjoys golf, travel and relaxing at home with his wife and kids.

Josh Benson
VP, Business Development
Mergers and Acquisitions

Josh Benson helps financial advisors streamline their processes, and he works to increase internal efficiencies by leveraging Orion’s portfolio management solutions. He has a proven track record at Orion of working closely with advisors to provide consultations, training sessions, and service.

Jina Horton
VP, Business Development
Mergers and Acquisitions

As Vice President of Business Development, Jina Horton helps advisors navigate the tech options available to them and provides a consultative approach to understanding advisors’ needs. Jina started with Orion within the service and operations teams. She enjoyed having genuine conversations with advisors who were considering partnering with Orion, and her top priority was making sure we were the right fit for their growing firm. This background has driven Jina’s dedication to offering guidance for advisors and helping them discover new efficiencies.

Breten Williams
Business Development
Northeast Region

Breten Williams works with prospective advisors throughout the Midwest to answer questions, host demos, and take care of various other requests. He also meets with current clients, regularly attends conferences to promote Orion, and helps to move the sales process forward.

 

Connor McDonald
Business Development
Great Lakes Region
Meghan Castinado
Business Development
Central Region

In her Business Development role at Orion, Meghan Castinado specializes in developing and executing strategies to increase awareness of Orion’s technology to advisory firms across her territory. She takes on a consultative approach to discover areas where advisors can streamline their business.

Meghan joined Orion in 2012 and has held various roles throughout the years – ranging from operations, sales and leadership. She currently holds the FINRA Series 65 license and is a member of the TeamMates Mentoring program along with the Greater Omaha Young Professionals.

Tyler Vacek
Senior Business Development
West Region

In his Business Development role at Orion, Tyler Vacek works directly with financial advisors to promote the vast capabilities of Orion’s technology. He is responsible for moving opportunities through the business pipeline by demonstrating Orion’s tech tools to advisors and staying in frequent contact with prospective firms. Tyler is a big believer in working to understand each firms’ unique needs without wasting advisors’ valuable time.