Noreen Beaman

Noreen Beaman’s Biography

Noreen Beaman leads the Coaching and Consulting division of East Bay Merchant Partners, a privately-held holding company and boutique asset management firm. She also serves as the Vice Chair of Orion Advisor Solutions, an advisor technology and investment solutions firm. Prior, she was Founding Partner & CEO of Brinker Capital, an investment management firm. In 2020, Brinker Capital and Orion Advisor Solutions merged, keeping the latter as the new firm's name.

Noreen’s career trajectory is built upon three decades and five distinct roles with the same company, beginning in 1989 as CFO. She was instrumental in Brinker’s growth, and fostering her own, culminating in her appointment as CEO in 2012 and President in 2020.

After her time as CFO, she was Regional Director of Sales, where she gained insight into analyzing the needs of clients as they navigate their continually changing financial needs brought on by economic, career, and familial events. In 2005, as Executive VP of Strategic Planning, Noreen charted Brinker’s strategic future, developing a broader business strategy, while... Noreen Beaman leads the Coaching and Consulting division of East Bay Merchant Partners, a privately-held holding company and boutique asset management firm. She also serves as the Vice Chair of Orion Advisor Solutions, an advisor technology and investment solutions firm. Prior, she was Founding Partner & CEO of Brinker Capital, an investment management firm. In 2020, Brinker Capital and Orion Advisor Solutions merged, keeping the latter as the new firm's name.

Noreen’s career trajectory is built upon three decades and five distinct roles with the same company, beginning in 1989 as CFO. She was instrumental in Brinker’s growth, and fostering her own, culminating in her appointment as CEO in 2012 and President in 2020.

After her time as CFO, she was Regional Director of Sales, where she gained insight into analyzing the needs of clients as they navigate their continually changing financial needs brought on by economic, career, and familial events. In 2005, as Executive VP of Strategic Planning, Noreen charted Brinker’s strategic future, developing a broader business strategy, while also overseeing major operational, financial and strategic decisions. Next, as COO she built upon her previous roles to develop long-term planning initiatives and manage day to day operations across all areas of the company.

Inspired by her daughter’s ideas on workplace equality, Noreen began to work with organizations that championed equality and diversity. She serves on the Board of Envestnet Institute Women in Wealth, a program that educates and empowers women to achieve success in wealth management. She works to promote equality as a member of and mentor for the Money Management Institute’s Leadership Pathway. Noreen is often a featured speaker and writer on the topics of women in the workplace, equality and diversity.

Noreen has received many accolades, including Philadelphia Business Journal’s Most Admired CEO and EY Entrepreneur of the Year for Greater Philadelphia. more less

Noreen Beaman’s Newsfeed

Business Wire

Commonwealth Welcomes Wealth Management Industry Veteran Noreen Beaman to Its Advisory Board

“Adding a leader of Noreen’s stature to our Board will pay dividends for our firm for years to come. Noreen is a renowned visionary and at the forefront of intuitive advisor-facing technology and asset management platforms,” said Commonwealth CEO Wayne Bloom.

Noreen Beaman’s Background

Orion Advisor Solutions

Vice Chair & Fmr. President

Oct 2020 - Present

Berwyn, PA, USA

Orion has been 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. Today, Orion helps more than 2,100 advisory firms define their unique vision for success.

East Bay Merchant Partners

Co-lead | Coaching & Consulting Division

Sep 2023 - Present

Berwyn, PA, USA

East Bay Merchant Partners is a privately-held holding company and boutique asset management firm that creates value through an incomparable passion for excellence in investing. As passionate stewards of capital, we create value for enterprise, investors, and the community through philanthropy and privately-held investments.

Brinker Capital

Founding Partner & CEO

Jul 2012 - Oct 2020

Berwyn, PA, USA