Brian Storey
Portfolio Manager-Equities at Orion Portfolio Solutions LLC
Profile
Brian Storey is currently the Head of Discretionary Portfolios at Orion Portfolio Solutions LLC since 2022.
Prior to this, he held the same position at Brinker Capital Investments LLC in 2022.
He completed his undergraduate degree at US Coast Guard Academy in 1996 and earned an MBA from The Fuqua School of Business in 2003.
Brian Storey active positions
| Companies | Position | Start |
|---|---|---|
Orion Portfolio Solutions LLC
 Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings L P, Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Portfolio Manager-Equities | 2022-03-31 |
Former positions of Brian Storey
| Companies | Position | 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 | 2022-12-30 |
Training of Brian Storey
| US Coast Guard Academy | Undergraduate Degree |
| The Fuqua School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 L P, Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Finance |
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