Orion, a premier provider of transformative wealth-tech solutions for fiduciary advisors, appointed Ron Pruitt as the President of Orion Wealth Management. The role became effective on May 20.
For this role, Pruitt will drive strategic initiatives to expand Orion’s wealth management services and enhance its technology for financial advisors.
Pruitt brings 25+ years of experience in wealth management, having served as Senior Vice President of Nasdaq Analytics, comprised of the acquisition of eVestment and Solovis, providing investment analytics and market intelligence to global asset managers, asset owners, and institutional investment consultants, and President and CEO of Solovis (a Nasdaq company known for its portfolio management software and services). And he also co-founded and served as CIO for Placemark Investments and was a key executive at Envestnet after its acquisition.
Pruitt’s commitment to operational excellence was honed at General Electric where he became a Six Sigma Master Black Belt. And his academic achievements include a BS in Econometrics from the United States Military Academy at West Point and an MBA from the University of Texas at Austin. Additionally, Pruitt served five years as an officer in the U.S. Army, enhancing his leadership capabilities.
KEY QUOTES:
“We are excited to welcome Ron to our team. His extensive background and proven track record of leading high-performing teams in the wealth management sector will be invaluable as we continue to grow and innovate. Ron’s leadership will undoubtedly advance Orion’s progress toward building a wealth-tech community where every advisor and investor thrives. With Ron on board, we will further enhance our flexible ecosystem—allowing firms to do business the way they see fit, no matter their size or business model.”
– Natalie Wolfsen, CEO of Orion
“I am thrilled to step into my role at this remarkable company. Orion stands unrivaled in offering advisors a comprehensive suite of best-in-class, customizable wealth solutions that promote their independence and streamline their workflow. Together, we will continue to deliver exceptional value and service to advisors and their clients through a connected, disruptive technology and investment platform that can be customized to advisor and investor investment philosophies.”
– Ron Pruitt
