Orion Appoints Mark Mayo as Chief Financial Officer

Key Highlights:

  • Mark Mayo named Chief Financial Officer effective Sept. 9, 2024

  • Brings extensive financial leadership from DISA Global Solutions and General Electric

  • Focus on strengthening Orion’s financial infrastructure and strategy

  • Orion serves $4.4 trillion in assets under administration and supports over six million tech accounts

Notable Quotes:

“Mark’s extensive financial expertise will be an invaluable asset to Orion as we continue to grow and innovate so we can help advisors and investors thrive.”

Natalie Wolfsen, CEO at Orion

"I am thrilled to join such a dynamic and innovative wealthtech leader at a pivotal moment in its growth journey.”

Mark Mayo, Chief Financial Officer at Orion

Our Take:

Orion’s decision to appoint Mark Mayo as CFO comes at a critical time in its growth trajectory, as the company continues to expand its wealthtech offerings. Mayo’s impressive track record, particularly in scaling companies through strategic acquisitions and operational efficiency, signals a strong focus on financial discipline and sustainable growth. His experience at major firms like DISA Global Solutions and General Electric will be invaluable as Orion seeks to solidify its position as a leader in the wealth management industry.