Orion Advisor Tech
Jamie Susanin Ryan, CFA, is an accomplished finance professional currently serving as a Senior Portfolio Manager in Custom Indexing at Orion since August 2021. Prior experience includes roles as Regional Director and Client Relationship Manager for Direct Indexing at Natixis Investment Managers from March 2018 to August 2021, as well as an Investment Consultant. Additionally, Jamie held positions at Lincoln Financial Group and Lincoln Financial Distributors as an Associate in the Leadership Preparation Program and Internal Wholesaler, respectively, in 2017. Jamie's foundational experience began at Dartmouth College, where significant achievements included being a student-athlete from 2013 to 2017, culminating in a Bachelor’s Degree in Economics. Jamie also worked as a Sales Associate at Lilly Pulitzer from 2012 to 2017 and graduated from Radnor High School in 2013.
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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.