Who Are We?

Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for our sister company, a registered investment adviser, so we built the solution ourselves. We understand the frustrations you have to work through, because they’re ones we’ve experienced ourselves. So, we’ve come up with innovative, advanced solutions to problems you face every day. Like you, we aren’t content with what exists. We look ahead to uncover what’s next.

Since

1999

Orion Today

500
Assets Under Administration
1200
Advisory Firms Served
300
Team Members

Executive Leadership

built by advisors

Eric Clarke

Founder & CEO

Eric Clarke founded Orion with the belief that advisors deserved better. Better accountability from their portfolio accounting provider. Better support for their back office. And better technology to help them scale and grow.

built by advisors

Randy Lambert

President

Randy Lambert has been with Orion from the beginning. He has overseen the firm’s tremendous upward growth and has implemented leading service solutions to ensure Orion’s staff is prepared to handle any situation.

built by advisors

Seth McCune

Chief Operations Officer

Seth McCune has built a career focusing on internal controls and process improvements.  His goal is to consistently put Orion’s team members in a position to help our advisors succeed.  As COO, he oversees Orion’s Data and Service Teams.

built by advisors

Brad Burgess

Chief Technology Officer

Brad Burgess knows innovation. The architect of Orion’s technology initiatives, his work is done only when pushing the envelope becomes nothing less than the standard for advisor technology.

kyle-built by advisors

Kyle Hiatt

EVP of Business Development

Kyle Hiatt oversees Orion’s sales team and works to build Orion’s relationships between custodians and technology vendors in order to bring increasing value to Orion’s customers.

built by advisors

Trent Mumma

Chief Strategy Officer

Trent Mumma joined Orion in 2010, and ever since then he has made it his mission to solidify and enhance Orion’s platform. Trent oversees Orion’s App Expert Teams, Project Management, and Quality Assurance and Product Testing.