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Eric Clarke
Fondateur chez
Orion Advisor Technology LLC
Profil
Eric Reese Clarke is the founder of Orion Advisor Technology LLC, founded in 2002, holding the title of Director since 2023.
Mr. Clarke is the founder of Orion Advisor Technology LLC, founded in 1999, holding the title of Director since 2023.
Mr. Clarke is currently Director at The Invest In Others Charitable Foundation since 2019.
Former jobs include Chief Executive Officer at Orion Portfolio Solutions LLC (Old) and Chief Executive Officer at Brinker Capital Investments LLC.
Postes actifs de Eric Clarke
| Sociétés | Poste | Début |
|---|---|---|
Orion Advisor Technology LLC
 Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms | Fondateur | 01/01/1999 |
The Invest In Others Charitable Foundation
 The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services Operates as a grant making foundation | Directeur/Membre du Conseil | 17/06/2019 |
Orion Advisor Technology LLC
Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms | Fondateur | 01/01/2002 |
Anciens postes connus de Eric Clarke
| Sociétés | Poste | Fin |
|---|---|---|
Brinker Capital Investments LLC
 Brinker Capital Investments LLC Investment ManagersFinance Brinker creates an asset allocation that aligns the client's objectives with investment strategies using investment disciplines that are suitable for achieving the client’s stated goals. Their Asset Allocation Committee meets regularly to determine forward-looking portfolio positioning and key investment themes. In following its asset allocation process, the firm strives to (i) achieve the client’s return objectives given the client’s risk tolerance and (ii) establish permissible concentration levels for assets in specific asset classes. For discretionary portfolios, each program will be managed within the stated ranges for each major asset class. | Directeur Général | 31/12/2022 |
Orion Portfolio Solutions LLC (Old)
 Orion Portfolio Solutions LLC (Old) Investment ManagersFinance OPS utilizes specific qualitative and quantitative screening criteria to identify appropriate Strategists for the Strategist Program. The quantitative review focuses on the performance and track record of the Strategist as compared against benchmarks. Their qualitative analysis reviews information surrounding the operations of the Strategists, including history, experience, firm size and structure, investment analysis and decision-making process, and portfolio risk review. | Directeur Général | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
16
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Orion Advisor Technology LLC
Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms | Technology Services |
Orion Portfolio Solutions LLC (Old)
Orion Portfolio Solutions LLC (Old) Investment ManagersFinance OPS utilizes specific qualitative and quantitative screening criteria to identify appropriate Strategists for the Strategist Program. The quantitative review focuses on the performance and track record of the Strategist as compared against benchmarks. Their qualitative analysis reviews information surrounding the operations of the Strategists, including history, experience, firm size and structure, investment analysis and decision-making process, and portfolio risk review. | Finance |
The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services Operates as a grant making foundation | Commercial Services |
Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker creates an asset allocation that aligns the client's objectives with investment strategies using investment disciplines that are suitable for achieving the client’s stated goals. Their Asset Allocation Committee meets regularly to determine forward-looking portfolio positioning and key investment themes. In following its asset allocation process, the firm strives to (i) achieve the client’s return objectives given the client’s risk tolerance and (ii) establish permissible concentration levels for assets in specific asset classes. For discretionary portfolios, each program will be managed within the stated ranges for each major asset class. | Finance |
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