“With the merger of Orion and Brinker Capital, we are able to capture the momentum created by the increasing connectivity of technology and fiduciary advice, and channel it into the pursuit of a transformative advisor-client journey,” said Eric Clarke and Noreen Beaman in a joint statement.
"We're excited to further our mission of helping advisors engage meaningfully with their clients," said Noreen D. Beaman, Chief Executive Officer at Brinker Capital. "Through the Behavioral Innovation Lab, we are committed to enriching advisor-client engagement with tools, training, and technology to provide for the practical application of behavioral finance."
... TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse. Noreen Beaman, Founding Partner & CEO of Brinker Capital, says, “By marrying our proprietary strategies with Orion’s best-in-class technology and open-architecture investment platform, we’ll be combining our unique strengths to enable clients working with both of our companies to continue building strong, profitable, and future-ready advisory businesses.”
“Brinker Capital has been listening to financial advisors for over 30 years,” said Noreen D. Beaman, chief executive officer at Brinker Capital. “We know that one of the biggest challenges to their business is managing the emotions and behaviors of their clients. The Behavioral Insights series shows that effective financial education is simple, memorable, visual, and timely.”
"Over the past two years, we have spent a considerable amount of time and energy to make our Wealth Advisory offering a competitive, scalable high net worth solution for our advisors and their clients," said Noreen D. Beaman, Chief Executive Officer at Brinker Capital. "It's exciting to watch Wealth Advisory grow to an offering that provides financial advisors with the investments, technology, and service they need to remain focused on helping their clients achieve better outcomes."
