Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction for Brinker’s flagship multi-asset class mutual funds, Destinations Funds.
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“Brian is a highly accomplished investment professional,” said Tim Holland, chief investment officer, Orion Advisor Solutions. “With nearly two decades of wealth management experience, Brian has extensive knowledge of asset allocation, manager research and portfolio construction, including more than 10 years in portfolio management building multi-asset class, multi-manager solutions for private wealth and institutional clients. His hiring adds meaningful depth to Brinker’s portfolio management team and allows for greater advisor support and research coverage.”
Prior to joining Orion, Storey spent 18 years in portfolio management at First Citizens Bank. He received his Bachelor of Science in Management from the U.S. Coast Guard Academy, serving five years of active duty in the Coast Guard after graduation. Storey holds a Master of Business Administration from Duke University’s Fuqua School of Business and is a CFA charterholder.
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Brinker Capital Investments, LLC, a registered investment advisor.
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