Orion Appoints Charles Goldman as Executive Chair of the Board

Former Executive Chair Jonathan R. Baum continues to serve on Orion Board

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced that Charles Goldman has been appointed as Executive Chair of the company's Board of Directors, effective May 15, 2023. Goldman, who was appointed to Orion’s Board in August 2022, joins Board directors Jonathan Baum (formerly Executive Chair), Noreen D. Beaman, M. Roy Burns, Eric Clarke, Todd Crockett, Lori Hardwick, Brian McLaughlin, Sid Ramakrishnan, and Tony Salewski.

“We are thrilled to have Charles as our new Executive Chair of the Board,” said Eric Clarke, founder and CEO of Orion. “His extensive leadership experience in the financial services and wealthtech industries will be instrumental as we continue to grow and expand our business, powering advisors and winning for investors. We are confident that Charles will provide significant insights and guidance in this new role.”

Clarke continued, “On behalf of the Board and our executive team, I want to thank Jonathan Baum for his outstanding service during his eight years as Executive Chair. We are incredibly grateful for his vast contributions to our business and look forward to continuing to work with him as a valued member of our Board.”

Goldman is a member of the Board of Directors of Genstar portfolio companies ACA Group, Amerilife, Cerity Partners, Mercer Advisors and the American Mountain Guides Association. Prior to joining the Genstar SAB, he was President and CEO of AssetMark, Inc., a leading independent provider of innovative investment and consulting solutions serving financial advisors.

Prior to joining AssetMark, Goldman was a senior advisor to Bain & Company, Genstar and several private equity firms focused on the financial services space. Charles was also President of Fidelity Investments, Custody & Clearing; EVP and head of Schwab Institutional; President of Paramount Farms, Inc., and President of Paramount Citrus Association. Among other boards in the financial services industry, Goldman was Chairman of the Board of Personal Capital Corporation.

“I am honored to be named Executive Chair of the Board of Orion Advisor Solutions,” said Goldman. “Orion has a long-standing reputation as a disruptor and innovator in the wealthtech space. I look forward to working closely with Eric and the entire Orion team to continue building on their momentum and executing on our vision to serve independent advisors with an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.”

Goldman received his MBA in General Management with Honors from the University of California, Los Angeles, and his BS in Finance, Magna Cum Laude, from the University of Southern California.

1320-OAS-5/12/2023

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, and Orion OCIO 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 Orion OCIO, the combined platform services $3.6 trillion in assets under administration and $61.7 billion of wealth management platform assets (as of March 31, 2023). Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is 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 Orion.com.