![Eric Clarke](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Eric Clarke
Fondatore presso
Orion Advisor Technology LLC
Profilo
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.
Posizioni attive di Eric Clarke
| Società | Posizione | Inizio |
|---|---|---|
Orion Advisor Technology LLC
 Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms | Fondatore | 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 | Direttore/Membro del Consiglio | 17/06/2019 |
Orion Advisor Technology LLC
Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms | Fondatore | 01/01/2002 |
Precedenti posizioni note di Eric Clarke
| Società | Posizione | Fine |
|---|---|---|
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. | Amministratore Delegato | 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. | Amministratore Delegato | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
16
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
