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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 ). We use cookies to enhance your interactions on our websites.

Outside of the office, Julie loves traveling and visiting lighthouses. She and her husband share their home with two rescue animals, a dog and a cat, which she says prove that dogs and cats can live in harmony. Trent started with Orion in 2010 as the first member of the Trading team. He was also a Managing Analyst at Thomson Financial. Brad embraces the difficult, challenging work that rewards hard work with a sense of accomplishment.
To explore Orion Advisor Solutions‘s full profile, request access. 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. 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. Mr. Vanneman received a Bachelor of Science degree in Management from Babson College where he graduated with high distinction. Rusty Vanneman is responsible for leading Orion’s Portfolio Management Team and overseeing all investment operations at Orion, including investment philosophy, process, positioning, and performance. Ryan holds a Bachelor of Arts in Economics, a Juris Doctorate earned with distinction, as well as his Series 65 license. Noreen D. Beaman is the president of Brinker Capital Investments, the in-house investment manager of Orion Advisor Solutions, and a member of Orion’s board of directors. 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. All rights reserved. In his role, Trent is responsible for overseeing Orion’s strategy for delivering an innovative advisor and client experience. PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach. © 2020 PitchBook Data. You’re viewing 5 of 16 executive team members. Through our subsidiary organizations, Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Constellation Trust Company, our clients range from boutique RIAs to enterprise-level firms, all of which use Orion?s innovative and deeply integrated solutions to better serve their clients, win in a crowded marketplace, and build strong, profitable businesses. He was recently a VP at Citigroup and part of a small team that focused on a high net worth, executive clientele.

Bill holds a Bachelor of Arts in Psychology, with a minor in Business, from the University of Nebraska at Lincoln.
Trent Mumma serves as Chief Product Officer for Orion. 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. 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. As a professional services manager there, he oversaw the deployment and integration of risk management software at several global financial institutions. He has since held several leadership roles across Orion, including CEO of CLS, CEO of Constellation Trust Company, and President of Orion Portfolio Solutions. Believe it or not, Hussain is obsessed with the practice of financial planning (at an unhealthy level). degrees in Economics from Cambridge University. Simply put, Kyle is focused on increasing the value that Orion delivers to customers.

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