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Noreen Beaman

President

Orion Advisor Solutions

Berwyn, PA, USA

Noreen Beaman
Arthur Bavelas
The Bavelas Group & Family Office Insights
Wendy Becker
Logitech International S.A.

Noreen Beaman’s Biography

Noreen Beaman is President 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 unique, as it is built upon three decades and five distinct roles with the same company, beginning in 1989 as CFO. At each turn, 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 also works to promote equality as a member of and mentor for the Money Management Institute’s Leadership Pathway. This initiative connects younger members with industry professionals to build their knowledge of the investment advisory industry. 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.

Noreen Beaman’s Newsfeed

Business Wire
Orion Aims For New Horizons With Trio of New Growth and Marketing Leaders

Orion Advisor Solutions has assembled a new team of growth and marketing executives to fuel its ongoing innovations to win new business. “The caliber of talent that Steve, Brad, and Kristin bring to Orion will make us a stronger team with a clear focus on long-term success,” said Noreen D. Beaman, president of Orion Advisor Solutions. “We sought out leaders who have what it takes to explore new horizons of opportunity in an industry that changes by the day.”

WealthManagement.com
What M&A Is Like on the Inside

Noreen Beaman, President of Orion Advisor Solutions, shares some insight on Brinker Capital's merger with Orion. Noting that most conversations about M&A activity focus on a range of issues, such as the effect on new industry trends or how deal structures have evolved, Noreen outlines how people can have more open conversations about what M&A is actually like from the inside.

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Noreen Beaman’s Background

Orion Advisor Solutions
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.
Brinker Capital
Founding Partner & CEO
Jul 2012 - Oct 2020
Berwyn, PA, USA
Founded in 1987, Brinker Capital grew into a firm that employed over 160 investment and services professionals and served over 62,000 investors. In 2020, Brinker Capital merged with Orion Advisor Solutions to form Brinker Capital Investments.
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Previous Board Positions

Money Management Institute
Board of Governors
New York, NY, USA
The Money Management Institute is the leading industry association representing financial services firms that provide financial advice and professionally-managed investment advisory solutions to investors.
Envestnet Institute Women in Wealth
Board of Directors
Chicago, IL, USA
The Envestnet Institute Women in Wealth is a program focused on inspiring, educating, engaging, and empowering women to succeed in wealth management.
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Philanthropy

Philadelphia Financial Scholars
Board Member
Feb 2021 - Present
Philadelphia, PA, USA
Philadelphia Financial Scholars, part of the FS Foundation, the philanthropic arm of FS Investments, provides Philadelphia high school students, teachers and families with the tools needed to develop financial skills, build greater wealth, and achieve financial empowerment. The program currently operates in 15 schools, including both public and charter, and has reached more than 1,500 students.

Media

Orion is looking at additional M&A 'opportunities'
Quoted
Apr 2021
Noreen Beaman, President at Orion Advisor Solutions, tells Citywire that Orion is contemplating more deals with turnkey asset management program (TAMP) providers. ‘We have a very open mind as we evaluate different opportunities,’ she says. ‘There’s natural connections to some of the asset management businesses we’ve looked at...And there’s wonderful fintech tools that are being created every day.'
The Race To Scalability — With Noreen Beaman, President, Orion Advisor Solutions
Podcast Interview | The Flexible Advisor
Jan 2021
Hosts Laura Gregg and David Partain welcome Noreen Beaman, President of Orion Advisors Solutions. Noreen has been a supporter of Flexshares’ Race to Scalability research for many years and in this episode she shares her insights on changes taking place in the advisory space and how firms are adapting their businesses to better serve clients through increased efficiencies.
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Publications

Real Assets Adviser
The Road to Growth
Jan 2019
San Ramon, CA, USA
The road to growth: Brinker Capital was named after Brinker Road and, $23 billion AUM later, CEO Noreen Beaman is behind the wheel and negotiating its destination.

Memberships

Money Management Institute Leadership Pathway
Member and Mentor
New York, NY, USA
The Money Management Institute’s Leadership Pathway connects members of the next generation with industry veterans to further enhance the mentees’ knowledge of and insights into the investment advisory industry.
American Institute of Certified Public Accountants
Member
New York, NY, USA
The American Institute of Certified Public Accountants is the world’s largest member association representing the accounting profession. It is proud to have over 431,000 members in 130 countries and territories.
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Awards & Endorsements

Ernst & Young
Greater Philadelphia’s Entrepreneur of the Year
2018
New York, NY, USA
EY Entrepreneur of The Year is a unique global program that recognizes entrepreneurs and their achievements, highlighting individuals who demonstrate vision, leadership, and success.
Philadelphia Business Journal
Most Admired CEO in the Philadelphia region
Philadelphia, PA, USA
The Philadelphia Business Journal recognizes dynamic business leaders for their achievements and contributions to their companies and the region.
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Speaking Engagements

Advancing Women in Leadership Workshop: Success Is Being a True CEO
Speaker
Oct 2020
Noreen Beaman will be a featured speaker at the Advancing Women in Leadership Workshop presented by Financial Services Institute. The event will discuss a range of topics with a focus on how top-performing women financial professionals are effectively becoming the CEO of their companies and their lives.
Women in Wealth Management Roundtable
Panel Member
Mar 2017
Noreen Beaman joined the Women in Wealth Management Roundtable as part of the Envestnet Institute on Campus program. The focus of the roundtable was a discussion on each panel member's experiences working in the Wealth Management Industry.

Noreen Beaman’s Education

Saint Peter's University
BS | Accounting
1983 - 1986

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