Orion Welcomes Mark Mayo as Chief Financial Officer

Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, is pleased to announce the appointment of Mark Mayo as its Chief Financial Officer, effective Sept. 9. In this role, Mark will have responsibility for strengthening Orion’s financial infrastructure, overseeing financial strategy, and advancing the company’s strategic roadmap as it continues to grow.

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Mark Mayo, Chief Financial Officer, Orion. (Photo: Orion)

Mark most recently served as CFO for DISA Global Solutions, a leading consortium drug testing provider. In his eight years with the private-equity-owned company, Mark was instrumental in significantly growing revenue and profitability through a combination of strategic acquisitions, organic growth, and enhanced operational efficiency. Mark’s extensive financial leadership experience also includes CFO roles at Connect America, HireRight and several divisions of General Electric.

During his 13-year career with General Electric, Mark became a Six Sigma Master Black Belt. He holds a Bachelor of Commerce degree from Queen’s University in Ontario, Canada.

“We are excited to welcome Mark to our team. His extensive financial expertise will be an invaluable asset to Orion as we continue to grow and innovate so we can help advisors and investors thrive,” said Natalie Wolfsen, CEO of Orion. “With Mark on board, we will further strengthen our financial strategies, ensuring sustainable growth and enhancing our ability to support financial advisors of all sizes and business models with expanded wealth management services and pioneering, investor-centric technology.”

"I am thrilled to join such a dynamic and innovative wealthtech leader at a pivotal moment in its growth journey,” said Mark Mayo. “Orion’s commitment to delivering exceptional value and service to advisors and their clients through a connected, disruptive technology and investment platform is truly inspiring.”

2127-OAS-8/20/2024

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 $4.4 trillion in assets under administration and $69.4 billion of wealth management platform assets (as of June 30, 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.

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