Kylee Beach

General Counsel at Orion Advisor Tech

Kylee Beach serves as General Counsel for Orion Advisor Solutions where she oversees various legal matters affecting Orion and its affiliated companies, including contracts, intellectual property, and other corporate matters. Since joining Orion in 2011, she has held numerous positions, including Chief Compliance Officer for Orion’s affiliate, CLS Investments, LLC, an SEC-registered investment adviser. Prior to joining Orion, Ms. Beach was a private practice attorney who represented numerous issuers before the SEC on issues including initial public stock offerings, registration of investment advisers, and ongoing reporting obligations. Ms. Beach received her J.D., with high distinction, from the University of Nebraska College of Law, and earned a BA in Business Administration from Nebraska Wesleyan University with highest distinction.

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Omaha, United States

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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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