| Chief Executive Officer of the Year
As founder of Orion, Eric’s responsibilities have multiplied in recent years. He created the vision underpinning a strategy that has taken Orion from its roots as a portfolio management software vendor to a growing, end-to-end wealthtech platform. Eric oversees the many brand entities that comprise Orion, coordinating them into an offering that enhances every step of the advisor-client journey.
Eric is ultimately responsible for Orion’s culture of innovation, encouraging his teammates to take nothing for granted and to seek out new horizons by helping advisors grow their businesses with outstanding, digital client experiences tailored to their unique definitions of success.