He has also been a Chartered Market Technician (CMT) since 1999, and is a member of the Market Technician’s Association (MTA).
121 DOWNEY AVE STE 102 MODESTO, CA 95354 (209) 577-4181. CLS Investments, LLC is a registered investment adviser. He is part of the management team for several of Orion’s proprietary mutual funds. He was also a Managing Analyst at Thomson Financial.
A few years later, CLS’s then COO Eric Clarke founded Orion – Randy came on board – and the rest is history. He joined Orion at the company’s inception, and he enjoys working for a fast-paced, innovative, technically aggressive firm. Past performance is not a guide to future performance. Accordingly, investors may receive back less than originally invested.
It is listed on the London Stock Exchange and is a member of the FTSE 100.CLS Investments, LLC ("CLS") was selected as a winner for WealthManagement.com's 2018 Industry Awards in the category: Asset Managers- ETF Strategist. Prior to working at KIM, he was a Senior Analyst at Fidelity Management and Research (FMR Co) in Boston. Some of his biggest accomplishments at Orion include assembling an outstanding technical group and building a large library of superior software tools and services.Brad holds multiple degrees including Management of Information Systems, Decision Science, Information System Quantitative Analysis, with minors in Math and Computer Science from The University of Nebraska.As an active Crossfitter, Brad enjoys difficult workouts which let him clear his mind from his day to day work, allowing him to conceptualize new solutions to the ever-growing demands of our customer base.Mike Forker, J.D., serves as Chief Risk Officer for Orion Advisor Solutions.
DOT# 2612959 CLS INVESTMENTS. Prior to, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS Investments. The award goes to the company selected by a Judges Panel made up of eleven industry professionals.
She serves on the board of Orion Advisor Solutions, is a board observer of Russell Investments, and works closely with BluePay Processing, Inc. Clara graduated summa cum laude, Phi Beta Kappa, with a B.S. As an industry-recognized thought leader and advocate for advisory professionals, Eric has written numerous articles that have appeared in Investment News and The Journal of Financial Planning, and has received numerous industry awards including ThinkAdvisors’ IA25 in 2012 and 2019, and Investment News’ Icon & Innovators Award in 2019.Eric earned a BS in Accounting from Brigham Young University and an MBA from the University of Utah. Empire CLS. She holds a Bachelor of Science degree in Business Administration from the University of Nebraska at Omaha and a MBA from Bellevue University.Outside of the office, Julie loves traveling and visiting lighthouses.
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 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 four subsidiaries, Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Constellation Trust Company. We continue to find unique thesis-driven opportunities to continue to grow our portfolio. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Most recently, Mr. Boyer served as the President and Lead Application Architect for NEWA Enterprises.
With over two decades of high-growth human resource experience, she is entrusted with overseeing our talent, training, and professional development, and effectively aligning internal teams with business strategies.
Reporting to a Residential Manager, the Community Living Counsellor, Team Lead will provide support to the Manager in all aspects of team leadership, and home support. Randy says Orion’s amazing team of people and its incredible advisors make coming to work worth it every day. Ryan’s legal background has 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. Mr. Boyer originally joined CLS in July of 1999, where he helped architect a portfolio management system that later became the technology backbone for Orion Advisor Services ( a sister company of CLS ). in economics from Vanderbilt University and earned an M.B.A. from Harvard Business School.We use cookies to enhance your interactions on our websites. He was inspired to pursue a finance degree, and after graduating from college, he took a job at CLS Investments.
Apply for Driver Jobs Search for Jobs. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. Investments. Randy has been with Orion from the beginning and has played a key role in the company’s tremendous growth.
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. Phone: 888.455.4244 or 402.493.3313 17605 Wright St. Omaha, NE 68130. Elevate CLS’ portfolio management team as thought leaders in the financial services industry. Vernon earned both his B.A.
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Wayne State College. In 2008, he completed his Certified Financial Planning (CFP®) certification and in 2011 he earned his Master of Business Administration from Columbia Business School.
Thomas Schenkelberg.
About the Opportunity . Prior to, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS Investments. Direct and Venture Capital Investments, Joint Ventures, Litigation and pre-trial dispute resolution, Antitrust law, Corporate Restructuring. Visitors to these websites should not use or rely on the information contained therein until consulting with their finance professional. Forker earned his Juris Doctor from Creighton University School of Law and his Bachelor’s degree in Business Administration from the University of Iowa.Kyle Hiatt serves as Chief Revenue Officer of Orion Advisor Solutions. He was inspired to pursue a finance degree, and after graduating from college, he took a job at CLS Investments.
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