Orion Portfolio Solutions Employee Directory

Financial ServicesUnited States51-200 Employees

Orion Portfolio Solutions exists to make building strong and profitable financial advisory businesses simpler than ever, so you can get back to creating healthy and long-lasting client relationships.

 

We are led by a mission to help advisors create better client experiences. The role you play in your clients’ lives is vitally important. We believe that whole-heartedly. We also believe that the best way we can help improve their investment experience is to empower you to manage every facet of your business with confidence.

 

To do that, we pair powerful and intuitive technology with flexible investment options, supported by an accessible, yet robust support structure in one turnkey asset management program (TAMP).

Find Orion Portfolio Solutions employees' phone numbers or email addresses

Orion Portfolio Solutions Global Highlights

North America
86

United States Of America
86

Asia
2

Japan
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Orion Portfolio Solutions's Leadership

M. F.
Owner
Mobile Phone
Email
W. C.
President
Mobile Phone
Email
K. K.
Regional Vice President
Mobile Phone
Email
K. G.
Director Of Client Services
Mobile Phone
Email
F. H. N.
Director Of Quantitative Strategies And Investment Risk
Mobile Phone
Email
L. L.
Director Of Operations
Mobile Phone
Email
J. B.
Partner On-Boarding Manager
Mobile Phone
Email
B. V.
Manager, Investment Strategy
Mobile Phone
Email

Orion Portfolio Solutions Employee Metrics

100%

50%

0%

2025

2024

Operations
Finance
Analytics
Consultant
Engineering
Other
Accounting

Contact profiles from Orion Portfolio Solutions

Name

Title

Contact Info

Location

Last Update

M. W.
Internal Wholesaler - Annuity Sales
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. M.
Redemption Specialist
Mobile Phone
Email
United StatesKentucky
Jul 20, 2025
K. F.
Service Specialist
Mobile Phone
Email
United StatesNebraska
Sep 10, 2025
N. S.
Analyst
Mobile Phone
Email
United StatesKentucky
Oct 21, 2025
C. K.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C.
Mobile Phone
Email
UNITED STATES
Nov 14, 2023
D. A.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
K. B.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Orion Portfolio Solutions known for?

Orion Portfolio Solutions was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in Suite 102, Hebron, KY 41048, US; you can contact the main corporate office by phone at

+1-859-426-****

. Explore Orion Portfolio Solutions's company overview page for more information.

What is Orion Portfolio Solutions's most common email format?

Orion Portfolio Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Orion Portfolio Solutions email formats with LeadIQ.

How many employees does Orion Portfolio Solutions have currently?

Orion Portfolio Solutions has approximately 92 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Orion Portfolio Solutions's key employees and leadership?

As of October 2025, Orion Portfolio Solutions's key employees include:

Owner: M. F.
President: W. C.
Regional Vice President: K. K.
Director Of Client Services: K. G.
Director Of Quantitative Strategies And Investment Risk: F. H. N.

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