Brian Storey
Portefeuillebeheerder-Aandelen bij Orion Portfolio Solutions LLC
Profiel
Brian Storey is currently the Head of Discretionary Portfolios at Orion Portfolio Solutions LLC since 2022.
Prior to this, he held the same position at Brinker Capital Investments LLC in 2022.
He completed his undergraduate degree at US Coast Guard Academy in 1996 and earned an MBA from The Fuqua School of Business in 2003.
Actieve functies van Brian Storey
Bedrijven | Functie | Begin |
---|---|---|
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Portefeuillebeheerder-Aandelen | 01-04-2022 |
Eerdere bekende functies van Brian Storey
Bedrijven | Functie | Einde |
---|---|---|
Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Head-Equity Investments | 31-12-2022 |
Opleiding van Brian Storey
US Coast Guard Academy | Undergraduate Degree |
The Fuqua School of Business | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Finance |