Brendan Jones

Advisor Growth Consultant at Orion Advisor Tech

Brendan Jones is an experienced professional currently serving as an Advisor Growth Consultant at Orion, focusing on the Atlantic Coast Territory, which includes Maryland, Washington D.C., Virginia, West Virginia, and North Carolina. Since August 2004, Brendan has also contributed to The Haverford School as a Swim Coach and Teacher. Previous roles include Advisor Consultant at Orion Advisor Solutions, Senior Account Administration Analyst and Account Administration Analyst at Brinker Capital, Financial Manager at Ronald A. Lohner M.D., and General Manager at Suburban Seahawks Club, where Brendan oversaw day-to-day operations. Brendan began a career in coaching as an Assistant Swim Coach at Johns Hopkins University. Educational credentials include a Master of Business Administration from West Chester University of Pennsylvania and a Bachelor of Arts in Economics from Gettysburg College.

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Orion Advisor Tech

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A collection of companies that support investment advisors through third-party money management services, portfolio accounting & back office technologies and mutual fund administration and accounting services.


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1,001-5,000

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