Orion Welcomes Industry Veteran Ron Pruitt to Executive Team
21 Mayo 2024 - 8:30AM
Business Wire
Orion today announced Ron Pruitt as new
President of Orion Wealth Management
Orion, the premier provider of transformative wealthtech
solutions for fiduciary advisors, is pleased to announce the
appointment of Ron Pruitt as its President of Orion Wealth
Management, effective May 20. In this role, Ron will drive
strategic initiatives to expand Orion's wealth management services
and enhance its pioneering, investor-centric technology for
financial advisors.
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Ron Pruitt, President of Orion Wealth
Management. (Photo: Orion)
Ron brings over 25 years of experience in wealth management,
having served as Senior Vice President of Nasdaq Analytics,
comprised of the acquisition of eVestment and Solovis, providing
investment analytics and market intelligence to global asset
managers, asset owners and institutional investment consultants,
and President and CEO of Solovis, a Nasdaq company known for its
portfolio management software and services. He also co-founded and
served as CIO for Placemark Investments and was a key executive at
Envestnet after its acquisition.
Ron's commitment to operational excellence was honed at General
Electric where he became a Six Sigma Master Black Belt. His
academic achievements include a BS in Econometrics from the United
States Military Academy at West Point and an MBA from the
University of Texas at Austin. Additionally, Ron served five years
as an officer in the U.S. Army, enhancing his leadership
capabilities.
“We are excited to welcome Ron to our team. His extensive
background and proven track record of leading high-performing teams
in the wealth management sector will be invaluable as we continue
to grow and innovate,” said Natalie Wolfsen, CEO of
Orion. “Ron’s leadership will undoubtedly advance Orion’s
progress toward building a wealth-tech community where every
advisor and investor thrives. With Ron on board, we will further
enhance our flexible ecosystem—allowing firms to do business the
way they see fit, no matter their size or business model.”
"I am thrilled to step into my role at this remarkable company,”
said Ron Pruitt. "Orion stands unrivaled in offering advisors a
comprehensive suite of best-in-class, customizable wealth solutions
that promote their independence and streamline their workflow.
Together, we will continue to deliver exceptional value and service
to advisors and their clients through a connected, disruptive
technology and investment platform that can be customized to
advisor and investor investment philosophies."
1235-OAS-5/17/2024
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
$4.3 trillion in assets under administration and $68.3 billion of
wealth management platform assets (as of March 31, 2024) and
supports over six million technology accounts and thousands of
independent advisory firms. Today, 12 out of the Top 15 Barron’s
RIA firms1 rely on Orion’s technology to power their businesses and
win for investors. Learn more at orion.com.
1 Source: 2023 Top 100 RIA Firms, Barron's, 2023.
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On Orion’s behalf:
StreetCred PR orion@streetcredpr.com
Alexandra Lynn alexandra@streetcredpr.com
929-317-4240
Natalie O’Dell natalie@streetcredpr.com 717-818-2116