Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

OMAHA, Neb., July 26, 2022–(BUSINESS WIRE)–Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction for Brinker’s flagship multi-asset class mutual funds, Destinations Funds.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220726005134/en/

Brian Storey, CFA, senior portfolio manager, Brinker Capital Investments. (Photo: Business Wire)

“Brian is a highly accomplished investment professional,” said Tim Holland, chief investment officer, Orion Advisor Solutions. “With nearly two decades of wealth management experience, Brian has extensive knowledge of asset allocation, manager research and portfolio construction, including more than 10 years in portfolio management building multi-asset class, multi-manager solutions for private wealth and institutional clients. His hiring adds meaningful depth to Brinker’s portfolio management team and allows for greater advisor support and research coverage.”

Prior to joining Orion, Storey spent 18 years in portfolio management at First Citizens Bank. He received his Bachelor of Science in Management from the U.S. Coast Guard Academy, serving five years of active duty in the Coast Guard after graduation. Storey holds a Master of Business Administration from Duke University’s Fuqua School of Business and is a CFA charterholder.

Brinker Capital Investments, LLC, a registered investment advisor.

Access to the services presented is provided solely as a service to financial advisors. HiddenLevers does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. HiddenLevers research and tools are provided for informational purposes only. While the information is deemed reliable, HiddenLevers does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.

The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.

About Orion Advisor Solutions

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, TownSquare Capital, HiddenLevers, and BasisCode create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. With the addition of Redtail and TownSquare, the combined platform services more than $3 trillion in assets under administration and $62 billion of wealth management platform assets. Prior to closing on Redtail and TownSquare, Orion served 4.7 million technology accounts and supported more than 2,300 independent advisory firms with $1.9 trillion in assets under administration and $60 billion of wealth management platform assets (as of March 31, 2022), making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.

1308-BCI-7/25/2022

View source version on businesswire.com: https://www.businesswire.com/news/home/20220726005134/en/

Contacts

Candice Hudson
FleishmanHillard, on Orion’s behalf
580.564.5995
candice.hudson@fleishman.com

Leave a Reply

Your email address will not be published. Required fields are marked *