Orion Advisor Tech
William Struss, CFA, currently serves as a Senior Portfolio Manager at Orion since June 2021. Prior experience includes roles as Portfolio Manager at Brinker Capital from June 2021 to January 2023 and as Portfolio Manager at JPMorgan Chase & Co. from June 2019 to June 2021. William also held the position of Investment Professional at J.P. Morgan between January 2017 and June 2021. Early career experience at Fidelity Investments involved various roles, including Investment Analyst, Complex Operations Analyst, International Trader, and Personal Investing Financial Representative. William Struss holds a B.S. in Finance and Accounting from the University of Scranton, earned between 2008 and 2012, and completed studies at Fairfield College Preparatory School from 2004 to 2008.
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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.