ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 125446). Regulatory assets under management: $14.2B.

Registration

Officers, owners & control persons (39)

Showing 25 of 39 people.

NameRoleLocation
DUNSIRE DAVID RAYMONDVICE-PRESIDENT OF OPERATIONS & ADMINISTRATION
JONES RICHARD FORRESTCHAIRMAN; OWNER AND CHAIRMAN
HALL MICHAEL EUGENECHIEF COMPLIANCE OFFICER; PRESIDENT
MOREHEAD TIMOTHY EDWARDVICE-PRESIDENT I.T.
BAUM JONATHAN RUSSELLELECTED MANAGER
BEAMAN NOREEN DARCYELECTED MANAGER; PRESIDENT
FERKO BRIAN MICHAELCHIEF COMPLIANCE OFFICER
COOK DEAN WILLIAMCHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/ELECTED MANAGER; ELECTED MANAGER (+3 more)
CLARKE TODD PATRICKELECTED MANAGER
APPLEGARTH MARK DANIELCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/ELECTED MANAGER; CHIEF FINANCIAL OFFICER / TREASURER
CLARKE ERIC REESECHIEF EXECUTIVE OFFICER; ELECTED MANAGER
MCLAUGHLIN JAMES THOMASELECTED MANAGER
VANNEMAN JOHN RUSSELCHIEF INVESTMENT OFFICER; ELECTED MANAGER
CROCKETT TODD RICHARDELECTED MANAGER
MARKGRAF PHILLIP CHARLESCHIEF OPERATING OFFICER; VICE PRESIDENT - IT
ENGEL DAVID PAULVICE PRESIDENT - OPERATIONS
AUGUSTINE HEATHER DAWNCHIEF COMPLIANCE OFFICER
BARBACK VERNON RICHARDELECTED MANAGER
WOODARD KEVIN SEANCHIEF COMPLIANCE OFFICER
LAMBERT NICHOLAS THOMASCHIEF OPERATIONS OFFICER
BURNS MICHAEL ROYELECTED MANAGER
GOLDMAN CHARLES GEORGEELECTED MANAGER
BEACH RYAN BRUCECHIEF OF STAFF; PRESIDENT/CHIEF OPERATING OFFICER; PRESIDENT/CHIEF OPERATING OFFICER/ELECTED MANAGER (+1 more)
COLLIS JAMES JOSEPHEXECUTIVE VICE PRESIDENT
LUBY WILLIAM KENTPRESIDENT

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