OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, is pleased to announce the appointment of Ron Pruitt as its President of Orion Wealth Management, effective May 20. In this role, Ron will drive strategic initiatives to expand Orion's wealth management services and enhance its pioneering, investor-centric technology for financial advisors.
Ron brings over 25 years of experience in wealth management, having served as Senior Vice President of Nasdaq Analytics, comprised of the acquisition of eVestment and Solovis, providing investment analytics and market intelligence to global asset managers, asset owners and institutional investment consultants, and President and CEO of Solovis, a Nasdaq company known for its portfolio management software and services. He also co-founded and served as CIO for Placemark Investments and was a key executive at Envestnet after its acquisition.
Ron's commitment to operational excellence was honed at General Electric where he became a Six Sigma Master Black Belt. His academic achievements include a BS in Econometrics from the United States Military Academy at West Point and an MBA from the University of Texas at Austin. Additionally, Ron served five years as an officer in the U.S. Army, enhancing his leadership capabilities.
“We are excited to welcome Ron to our team. His extensive background and proven track record of leading high-performing teams in the wealth management sector will be invaluable as we continue to grow and innovate,” said Natalie Wolfsen, CEO of Orion. “Ron’s leadership will undoubtedly advance Orion’s progress toward building a wealth-tech community where every advisor and investor thrives. With Ron on board, we will further enhance our flexible ecosystem—allowing firms to do business the way they see fit, no matter their size or business model.”
"I am thrilled to step into my role at this remarkable company,” said Ron Pruitt. "Orion stands unrivaled in offering advisors a comprehensive suite of best-in-class, customizable wealth solutions that promote their independence and streamline their workflow. Together, we will continue to deliver exceptional value and service to advisors and their clients through a connected, disruptive technology and investment platform that can be customized to advisor and investor investment philosophies."
1235-OAS-5/17/2024
About Orion
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.3 trillion in assets under administration and $68.3 billion of wealth management platform assets (as of March 31, 2024) and supports over six million technology accounts and thousands of independent advisory firms. Today, 12 out of the Top 15 Barron’s RIA firms1 rely on Orion’s technology to power their businesses and win for investors. Learn more at orion.com.
1 Source: 2023 Top 100 RIA Firms, Barron's, 2023.
