Orion Advisor Tech
Todd is co-head of the North America Services Group and focuses primarily on investments in financial and tech-enabled services companies, and serves on the Board of Directors of DiscoverOrg, Evanston Capital Management, Orion Advisor Solutions, Procare Software, and Russell Investments. Todd received a B.A. in politics from Princeton University and an M.B.A. from Harvard Business School.
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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.