Orion Advisor Tech
In 2013, Jonathan retired as Chairman and CEO of both The Dreyfus Corporation—a subsidiary of BNY Mellon—and Mellon Bank Securities Corporation. Having served as a C-suite executive for a number of financial institutions, including Scudder Investments and UBS PaineWebber, he brings the leadership and experience of a long and accomplished career to his role as Executive Chair of the Board. Jonathan holds a B.A. from Bucknell University.
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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.