Seasoned industry executive to focus on strategic product development for Orion’s Wealth Management business
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced the appointment of Michael Mandelos as Executive Vice President of Wealth Management Product. In his new role, Michael oversees comprehensive product portfolios, including Wealth Management platform technology and investment solutions, while managing partner relationships. Michael reports to Ron Pruitt, President of Orion Wealth Management.
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He brings over 25 years of experience in investment product management and development to Orion. Michael began his career at JPMorgan where he was a Mutual Fund Product and Relationship Manager. Next, he held a key role at UBS, where he helped develop and manage the Unified Managed Account (UMA) and Separately Managed Account (SMA) solutions. He also spent seven years as the Head of National Accounts at a boutique asset management firm, collaborating with portfolio managers to bring high-quality income solutions to financial intermediaries across the wealth management industry. Most recently, Michael served as a strategic consultant, advising asset management firms on distribution strategies and sales models.
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“It’s an exciting time of growth and innovation at Orion, and I am proud to join the team to empower financial advisors with customizable investment solutions that help investors pursue and achieve their long-term goals,” said Michael Mandelos, EVP of Wealth Management Product.
“At Orion, we are ‘All In’ on empowering advisors with the open architecture investment solutions, technology and support they need to succeed,” said Ron Pruitt, President of Orion Wealth Management. “We’re confident that Michael’s deep understanding of investment product development, coupled with his extensive background in designing and executing comprehensive go-to-market strategies for new product launches, will further elevate our ability to provide cutting-edge solutions that help financial professionals elevate and grow their practices.”
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Michael holds FINRA Series 7 and 66 licenses and earned a Bachelor of Science in Finance from St. John’s University in New York City.
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Source – Businesswire
