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.