Eric Clarke

Founder at

Orion Advisor Technology LLC

Finance

Technology Services

Commercial Services

Profile

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.

Eric Clarke active positions

Companies	Position	Start
Orion Advisor Technology LLC Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms	Founder	1998-12-31
The Invest In Others Charitable Foundation The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services Operates as a grant making foundation	Director/Board Member	2019-06-16
Orion Advisor Technology LLC Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms	Founder	2001-12-31

All active positions of Eric Clarke

Former positions of Eric Clarke

Companies	Position	End
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.	Chief Executive Officer	2022-12-30
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.	Chief Executive Officer	-

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Linked companies

Private companies	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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