Michael Mandelos Joins Orion as Wealth Management Product Leader

Seasoned industry executive to focus on strategic product development for Orion’s Wealth Management business

OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the appointment of Michael Mandelos as Executive Vice President of Wealth Management Product. In his new role, Michael oversees comprehensive product portfolios, including Wealth Management platform technology and investment solutions, while managing partner relationships. Michael reports to Ron Pruitt, President of Orion Wealth Management.

He brings over 25 years of experience in investment product management and development to Orion. Michael began his career at JPMorgan where he was a Mutual Fund Product and Relationship Manager. Next, he held a key role at UBS, where he helped develop and manage the Unified Managed Account (UMA) and Separately Managed Account (SMA) solutions. He also spent seven years as the Head of National Accounts at a boutique asset management firm, collaborating with portfolio managers to bring high-quality income solutions to financial intermediaries across the wealth management industry. Most recently, Michael served as a strategic consultant, advising asset management firms on distribution strategies and sales models.

“It’s an exciting time of growth and innovation at Orion, and I am proud to join the team to empower financial advisors with customizable investment solutions that help investors pursue and achieve their long-term goals,” said Michael Mandelos, EVP of Wealth Management Product.

“At Orion, we are ‘All In’ on empowering advisors with the open architecture investment solutions, technology and support they need to succeed,” said Ron Pruitt, President of Orion Wealth Management. “We’re confident that Michael’s deep understanding of investment product development, coupled with his extensive background in designing and executing comprehensive go-to-market strategies for new product launches, will further elevate our ability to provide cutting-edge solutions that help financial professionals elevate and grow their practices.”

Michael holds FINRA Series 7 and 66 licenses and earned a Bachelor of Science in Finance from St. John’s University in New York City.

About Orion

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. Orion services $4.9 trillion in assets under administration and $97.5 billion of wealth management platform assets (as of December 31, 2024) and supports over seven million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms¹ rely on Orion’s technology to power their businesses and win for investors¹. Learn more at Orion.com.

¹ Source: 2024 Top 100 RIA Firms, Barron's, 2024.

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Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.