Orion Advisor Tech
Libin Jacob, CFA, is a seasoned finance professional currently serving as a Senior Portfolio Manager at Orion since April 2022. Prior to this role, Libin held various positions at Brinker Capital from December 2015 to April 2022, including Portfolio Manager, Account Executive, and Investment Strategist. Libin also gained expertise as a Portfolio Analyst at Lockwood Advisors, Inc. from November 2013 to November 2015, and as an Investment Accountant at BNY Mellon between September 2012 and November 2013. Libin holds a Bachelor’s Degree in Finance from Villanova University, earned from 2008 to 2012.
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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.