Noreen Beaman, Orion president, updated attendees on significant developments in Orion's growth, including the firm becoming the fourth-largest wealth management platform, serving more than 10,000 financial advisors, and having over $55 billion in AUM.
Noreen Beaman has been named as a member of Saint Peter's University's Board of Trustees.
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.”
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.
Noreen Beaman, President of Orion Advisor Solutions, has joined the Board of Philadelphia Financial Scholars, a nonprofit that aims to provide 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.
