Orion Advisor Options says Natalie Wolfsen, previously CEO of AssetMark, will change into its new CEO in mid-October 2023 — when she additionally will be part of Orion’s board of administrators. The information comes 11 weeks after present CEO Eric Clarke introduced his plans to retire by year-end.
Wolfsen joined AssetMark in 2014 as its chief commercialization officer and in addition served as its chief options officer earlier than being named CEO in early 2021. As well as, she has labored for monetary providers companies like First Eagle Funding Administration (2011-2014), BNY Mellon Pershing (2009-2011), Charles Schwab (1999-2009) and American Specific (1996-1998).
“On behalf of Orion’s board … , I’m thrilled to welcome Natalie Wolfsen subsequent month as we usher in a brand new period of progress and innovation at Orion,” defined Orion Government Board Chair Charles Goldman. “Orion is uniquely positioned … to fulfill the evolving wants of impartial fiduciary advisors.”
Goldman — who was chairman, CEO and director of AssetMark from 2014 to 2021 — led the agency’s seek for a brand new CEO. He joined Orion’s board a yr in the past and in addition serves on the strategic advisory board of the personal fairness agency Genstar Capital.
See: Orion CEO Set to Retire