Eric Clarke
Eric Clarke is the Founder and Chief Executive Officer of Orion Portfolio Solutions, one of the nation’s largest privately-owned portfolio accounting firms. With over 15 years of industry experience working with fee-based investment advisors, Eric continues to help advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions. Prior to founding Orion, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS Investments. Eric is also an industry-recognized thought leader and advocate for advisory professionals. He has written numerous articles that have appeared in InvestmentNews, The Journal of Financial Planning, RIABiz, and several other industry publications.
Eric Clarke Professional Experience / Academic History
Professional Experience
-
Founder, Chief Executive Officer
Academic History
-
Master of Business Administration, Business
-
Bachelors Degree, Accounting
Eric Clarke has received numerous industry awards including ThinkAdvisors’ IA25 in 2012 and 2019, and Investment News’ Icon & Innovators Award in 2019.
He specializes in portfolio accounting and working with Investment Advisors.
He also delivers services through the organization's four subsidiaries, Orion Advisor Tech, Orion portfolio Solutions, CLS Investments, and Constellation Trust Company.
Eric Clarke has experience serving on several advisory boards including:
Rydex Financial Services Advisory Board
NorthStar Financial Services Group
Constellation Trust Company