Orion Advisor Solutions says Natalie Wolfsen, formerly CEO of AssetMark, will become its new CEO in mid-October 2023 — when she also will join Orion’s board of directors. The news comes 11 weeks after current CEO Eric Clarke announced his plans to retire by year-end.
Wolfsen joined AssetMark in 2014 as its chief commercialization officer and also served as its chief solutions officer before being named CEO in early 2021. In addition, she has worked for financial services firms like First Eagle Investment Management (2011-2014), BNY Mellon Pershing (2009-2011), Charles Schwab (1999-2009) and American Express (1996-1998).
“On behalf of Orion’s board … , I am thrilled to welcome Natalie Wolfsen next month as we usher in a new era of growth and innovation at Orion,” explained Orion Executive Board Chair Charles Goldman. “Orion is uniquely positioned … to meet the evolving needs of independent fiduciary advisors.”
Goldman — who was chairman, CEO and director of AssetMark from 2014 to 2021 — led the firm’s search for a new CEO. He joined Orion’s board a year ago and also serves on the strategic advisory board of the private equity firm Genstar Capital.