Charles Goldman

Sep 27, 2022

Download Orion Advisor Solutions announced today the appointment of Charles Goldman to the company's Board of Directors, effective August 2022. (Photo: Business Wire) Orion Advisor Solutions announced today the appointment of Charles Goldman to the company's Board of Directors, effective August 2022. (Photo: Business Wire) September 27, 2022 09:30 AM Eastern Daylight Time OMAHA, Neb.--( BUSINESS WIRE )--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today the appointment of Charles Goldman to the company’s Board of Directors, effective August 2022. Goldman joins board directors Jonathan Baum, Noreen D. Beaman, M. Roy Burns, Eric Clarke, Todd Crockett, Lori Hardwick, Brian McLaughlin, Sid Ramakrishnan, and Tony Salewski. “We’re excited to welcome Charles to Orion’s Board of Directors. His extensive experience in the financial services and wealthtech industries makes him an invaluable asset as we continue to grow the Orion business,” said Eric Clarke, founder and CEO of Orion Advisor Solutions. “We are confident Charles will make significant contributions as a board member and look forward to working with him as we connect the advisor-client journey with a highly integrated wealthtech platform for the advisors and clients we serve.” Goldman is a member of Genstar’s Strategic Advisory Board where he sits on a number of Genstar portfolio company boards, including ACA Group, Amerilife, Cerity Partners, and Mercer Advisors. Prior to this position, Goldman was President and CEO of AssetMark; a senior advisor to Bain & Company; President of Fidelity Investments, Custody & Clearing; EVP and Head of Schwab Institutional; President of Paramount Farms, Inc.; and President of Paramount Citrus Association. “Orion has been highly regarded as a wealthtech disruptor and innovator for decades,” said Goldman. “I’m excited to join the board at such a pivotal time in the company’s history. I look forward to working with Eric, and the entire Orion team, as they continue to build on their strong momentum in developing an integrated wealthtech suite to help advisors grow their businesses.” Goldman received his Bachelor of Science from the University of Southern California and his Master of Business Administration from the University of California, Los Angeles. 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 TownSquare Capital 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 $3 trillion in assets under administration and $59 billion of wealth management platform assets (as of July 1, 2022). 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 www.orion.com . 1562-OAS-8/29/2022