Brian Storey
Portfolio Manager-Equities at Orion Portfolio Solutions LLC
Brian Storey active positions
Companies | Position | Start | End |
---|---|---|---|
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Portfolio Manager-Equities | 01/04/2022 | - |
Career history of Brian Storey
Former positions of Brian Storey
Companies | Position | Start | End |
---|---|---|---|
Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Head-Equity Investments | 01/04/2022 | 31/12/2022 |
Portfolio Manager-Equities | 01/04/2022 | 31/12/2022 |
Training of Brian Storey
US Coast Guard Academy | Undergraduate Degree |
The Fuqua School of Business | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Head-Equity Investments | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Finance |
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