Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its technology solutions for wealth management advisors.
As part of the transaction, Summit’s co-founder and CEO, Reed Colley,joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. The definitive agreement ...
As part of the transaction, Summit’s co-founder and CEO, Reed Colley, joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. The definitive ...
As part of the transaction, Summit’s co-founder and CEO, Reed Colley, joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. The definitive agreement was ...
Reed Colley, as president of Orion Advisor Technology. Colley reports directly to Wolfsen and replaces Brian McLaughlin, who stepped down in August. Also in December, Orion announced that former ...
WITH THE OLYMPIC YEAR behind him, Conner Mantz ended 2024 with the usual bit of self-reflection. Despite some notable ...
Two-time women's champion Hellen Obiri and defending male champion Sisay Lemma will return to compete in the 2025 Boston Marathon.
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