About

Innovate. Disrupt. Win.

Years ago, when the hunt for a comprehensive portfolio accounting system that could meet the needs of a growing RIA turned up empty, we made it our mission to develop the best portfolio management software on the market.  Today, that same passion for winning drives our quest to evolve and improve our platform, disrupt the status quo, and help financial professionals innovate beyond their traditional ways of thinking.

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We’re driven to empower advisors with the freedom to be independent fiduciaries and the ability to enjoy their businesses again.

 

In everything we do, and everything we don’t, we commit to living our values.

Innovation

Innovation isn’t simply the process of delivering exceptional technology solutions; it’s the promise to foster a culture that pushes the boundaries on what it means to add value to our advisors’ businesses.

Trust

The foundation upon which all of our relationships grow, trust is earned through our relentless devotion to integrity, security, and a commitment to aligning our actions with our promises.

Investment

Maintaining the ability to support the success of the financial professionals who rely on us requires a thoughtful and strategic investment in our technology, infrastructure, people, and processes.

Excellence

Actions speak louder than words, so excellence is not just a goal we pursue, but the standard to which we hold ourselves for the technology we develop, the support we provide, the team we build, and the experiences we create.

Accountability

Though we don’t expect perfection of ourselves or each other, we do demand accountability and a commitment to ownership and pride in our work, our attitudes, and our support for those with whom we work and serve.

Leadership

Daniel Applegarth

Chief Financial Officer

Daniel Applegarth

Chief Financial Officer

Daniel Applegarth

Chief Financial Officer

Daniel is the CFO of NorthStar Financial Services Group, LLC, and is responsible for all financial operations for NorthStar's subsidiaries, including Orion, FTJ FundChoice and CLS Investments. He joined the organization in 2006.

Kylee Beach

General Counsel

Kylee Beach

General Counsel

Kylee Beach

General Counsel

Kylee serves as General Counsel for Orion where she oversees various legal matters affecting Orion and its affiliated companies, including contracts, intellectual property, and other corporate matters.

Brad Burgess

Chief Technology Officer

Brad Burgess

Chief Technology Officer

Brad Burgess

Chief Technology Officer

Brad knows innovation. The architect of Orion’s technology initiatives, his work is done only when pushing the envelope becomes nothing less than the standard for advisor technology.

Eric Clarke

Founder & CEO

Eric Clarke

Founder & CEO

Eric Clarke

Founder & CEO

Eric founded Orion with the belief that advisors deserved better. Better accountability from their portfolio accounting provider. Better support 
for their back office. And better technology to help them scale and grow.

Kyle Hiatt

EVP of Business Development

Kyle Hiatt

EVP of Business Development

Kyle Hiatt

EVP of Business Development

Kyle oversees Orion’s sales team and works to build Orion’s relationships between custodians and technology vendors in order to bring increasing value to Orion’s customers.

Kurt Johnson

Vice President, IT

Kurt Johnson

Vice President, IT

Kurt Johnson

Vice President, IT

Kurt provides IT leadership across the firm, overseeing Orion's Cyber Security, Systems Architecture and Disaster Recovery efforts.

Randy Lambert

President

Randy Lambert

President

Randy Lambert

President

Randy has been with Orion from the beginning. He has overseen the firm’s tremendous upward growth and has implemented leading service solutions to ensure Orion’s staff is prepared to handle any situation.

Julie Lane

Vice President, Human Resources

Julie Lane

Vice President, Human Resources

Julie Lane

Vice President, Human Resources

Julie's responsible for leading all hiring and human resources efforts for NorthStar and its subsidiaries. She brings experience leading HR functions in the retail, packaging, and technology in start-up, private-equity portfolio, and public business settings.

Seth McClune

Chief Operations Officer

Seth McClune

Chief Operations Officer

Seth McClune

Chief Operations Officer

Seth has built a career focusing on internal controls and process improvements. His goal is to consistently put Orion’s team members in a position to help our advisors succeed. As COO, he oversees Orion’s Data and Service Teams.

Trent Mumma

Chief Strategy Officer

Trent Mumma

Chief Strategy Officer

Trent Mumma

Chief Strategy Officer

Trent joined Orion in 2010, and ever since then, he has made it his mission to solidify and enhance Orion’s platform. Trent oversees Orion’s App Expert Teams, Project Management, and Quality Assurance and Product Testing.

Eddie Sempeck

Chief Innovation Officer

Eddie Sempeck

Chief Innovation Officer

Eddie Sempeck

Chief Innovation Officer

Eddie has worked in many roles at Orion and now leads the firm’s efforts for continuous improvement and innovation. He enjoys helping firms in their strategic planning and implementation of technology.

Kelly Waltrich

Chief Marketing Officer

Kelly Waltrich

Chief Marketing Officer

Kelly Waltrich

Chief Marketing Officer

Kelly joined the team in September of 2017. With a passion for where fin-serv and tech come together, she leads Orion’s marketing, creative, and communication functions in support of the firm’s thought leadership and growth goals.

Board of Directors

Jonathan R. Baum

Executive Chair of the Board, NorthStar Topco, LLC

Jonathan R. Baum

Executive Chair of the Board, NorthStar Topco, LLC

In 2013, Jonathan retired as Chairman and CEO of both The Dreyfus Corporation—a subsidiary of BNY Mellon—and Mellon Bank Securities Corporation. Having served as a C-suite executive for a number of financial institutions, including Scudder Investments and UBS PaineWebber, he brings the leadership and experience of a long and accomplished career to his role as Executive Chair of the Board. Jonathan holds a B.A. from Bucknell University.

Vernon Barback

President, Russell Investments

Vernon Barback

President, Russell Investments

Vernon joined Russell Investments from Altß Partners, where he was a founding partner and has held senior or executive leadership positions with GlobeOp Financial Services, Citigroup Asset Management, and Bankers Trust/Deutsche Bank. Vernon earned both his B.A. and M.A. degrees in Economics from Cambridge University.

M. Roy Burns

Managing Director, TA Associates

M. Roy Burns

Managing Director, TA Associates

Roy helps lead TA’s investments in financial services markets, previously overseeing Equity Investments at Davidson Kempner Partners and High Yield and Leveraged Finance at Banc of America Securities. Roy holds a B.S. from Washington and Lee University and an M.B.A. from the Stanford Graduate School of Business, where he was named an Arjay Miller Scholar.

Eric Clarke

CEO, Orion Advisor Services, LLC

Eric Clarke

CEO, Orion Advisor Services, LLC

Eric is the founder and chief executive officer of Orion Advisor Services. As an industry-recognized expert in portfolio accounting, Eric has written articles that have appeared in Investment News, The Journal of Financial Planning, ThinkAdvisor, and others. He earned a bachelor’s degree in accounting from Brigham Young University and an M.B.A. from the University of Utah.

Todd Clarke

Board Member, NorthStar Financial Services Group, LLC

Todd Clarke

Board Member, NorthStar Financial Services Group, LLC

Todd retired from NorthStar as Managing Director, following his roles as Sales Manager, Executive Vice President of Sales and Marketing, President, and CEO of CLS Investments. Todd received a B.S. in business management from Brigham Young University. He currently holds Series 7, Series 63, and Series 66 securities licenses.

Todd Crockett

Managing Director and Co-Head of Services Group, TA Associates

Todd Crockett

Managing Director and Co-Head of Services Group, TA Associates

Todd is co-head of the North America Services Group and focuses primarily on investments in financial and tech-enabled services companies, and serves on the Board of Directors of DiscoverOrg, Evanston Capital Management, NorthStar Financial Services Group, Procare Software, and Russell Investments. Todd received a B.A. in politics from Princeton University and an M.B.A. from Harvard Business School.

Clara Jackson

Senior Vice President, TA Associates

Clara Jackson

Senior Vice President, TA Associates

Clara joined TA Associates in 2014 and is currently a Senior Vice President in the Services Group. She serves on the board of NorthStar Financial Services Group, is a board observer of Russell Investments, and works closely with BluePay Processing, Inc. Clara graduated summa cum laude, Phi Beta Kappa, with a B.S. in economics from Vanderbilt University and earned an M.B.A. from Harvard Business School.

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