Natalie Wolfsen

Chief Executive Officer at

Orion Advisor Technology LLC

56 year

73 connections

Finance

Technology Services

Consumer Services

Profile

Ms. Natalie G.
Wolfsen is a Chief Executive Officer & Director at American Association of People With Disabilities, a Chief Executive Officer & Director at Orion Advisor Technology LLC, a Chief Executive Officer at Orion Advisor Solutions, Inc. and at Orion Portfolio Solutions LLC.
She is on the Board of Directors at American Association of People With Disabilities, Orion Advisor Technology LLC and Wealthsimple Financial Corp.
She is the former CEO of AssetMark and has nearly 30 years of financial services industry experience.
For over 25 years, she has served independent advisors (RIA and broker-dealer affiliated) with more than a decade of working with independent and insurance broker-dealers.
Prior to joining AssetMark in 2014, she previously held digital and investment platform development, investment solution management, strategy and marketing roles at First Eagle Investment Management, Pershing, Charles Schwab and American Express.
Ms. Wolfsen has an MBA from University of California, Los Angeles and a Bachelor of Arts degree from University of California, Berkeley.

Natalie Wolfsen active positions

Companies	Position	Start
Wealthsimple Financial Corp. Wealthsimple Financial Corp. Investment ManagersFinance Provides digital based investment advisory services	Director/Board Member	-
American Association of People With Disabilities American Association of People With Disabilities American Association of People With Disabilities is based in Washington, DC. The company is involved in the latest ranking of Amazon gift voucher purchase sites. The latest information is updated once a week. Word-of-mouth is used to decide a good store, and it is ranked. Management site name is Amazon gift certificate purchase site comparison media "ama mama" with management and contact information currently private due to spam. The company was founded by John D. Kemp. Natalie Grace Wolfsen has been the CEO of the company since 2023.	Chief Executive Officer	15/10/2023
Orion Advisor Technology LLC Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms	Chief Executive Officer	10/10/2023
Orion Advisor Solutions, Inc. Orion Advisor Solutions, Inc. Investment ManagersFinance Provides investment advice	Chief Executive Officer	01/10/2023
Orion Portfolio Solutions LLC Orion Portfolio Solutions LLC Investment ManagersFinance Provides investment advice	Chief Executive Officer	01/10/2023

All active positions of Natalie Wolfsen

Former positions of Natalie Wolfsen

Companies	Position	End
ASSETMARK FINANCIAL HOLDINGS, INC.	Chief Executive Officer	08/09/2023
Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity	Director/Board Member	31/12/2022
AssetMark, Inc. AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection.	Chief Executive Officer	01/04/2021
First Eagle Investment Management LLC First Eagle Investment Management LLC Investment ManagersFinance FEIM is a global, value-oriented investment manager that seeks to produce consistent absolute returns over the long term without regard for industry benchmarks. They conduct activist campaigns. The firm constructs well-diversified portfolios through cautious security selection with an emphasis on risk aversion. FEIM focuses on investments with a substantial margin of safety, healthy balance sheets and clear business models. They employ bottom-up security analysis that is independent of broad market conditions or industry trends and focuses on downside protection.	Sales & Marketing	01/01/2014
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Linked companies

Private companies	14
The Charles Schwab Corp. The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services	Finance
First Eagle Investment Management LLC First Eagle Investment Management LLC Investment ManagersFinance FEIM is a global, value-oriented investment manager that seeks to produce consistent absolute returns over the long term without regard for industry benchmarks. They conduct activist campaigns. The firm constructs well-diversified portfolios through cautious security selection with an emphasis on risk aversion. FEIM focuses on investments with a substantial margin of safety, healthy balance sheets and clear business models. They employ bottom-up security analysis that is independent of broad market conditions or industry trends and focuses on downside protection.	Finance
Orion Advisor Technology LLC Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms	Technology Services
Pershing LLC Pershing LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
AssetMark, Inc. AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection.	Finance
Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity	Commercial Services
American Association of People With Disabilities American Association of People With Disabilities American Association of People With Disabilities is based in Washington, DC. The company is involved in the latest ranking of Amazon gift voucher purchase sites. The latest information is updated once a week. Word-of-mouth is used to decide a good store, and it is ranked. Management site name is Amazon gift certificate purchase site comparison media "ama mama" with management and contact information currently private due to spam. The company was founded by John D. Kemp. Natalie Grace Wolfsen has been the CEO of the company since 2023.
AssetMark Financial Holdings, Inc. AssetMark Financial Holdings, Inc. Packaged SoftwareTechnology Services Operates as a wealth management technology platform for financial advisors	Technology Services
Wealthsimple, Inc. Wealthsimple, Inc. Investment ManagersFinance Wealthsimple invests client's asset in a globally diversified portfolio of low-cost index funds which aims to earn the best possible return, while optimizing their tax bill.	Finance
Wealthsimple Financial Corp. Wealthsimple Financial Corp. Investment ManagersFinance Provides digital based investment advisory services	Finance
Orion Advisor Solutions, Inc. Orion Advisor Solutions, Inc. Investment ManagersFinance Provides investment advice	Finance
Orion Portfolio Solutions LLC Orion Portfolio Solutions LLC Investment ManagersFinance Provides investment advice	Finance