Brian Storey
Portfolio Manager-Equities at Orion Portfolio Solutions LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rusty Vanneman | M | 59 |
Orion Portfolio Solutions LLC
 Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | 5 years |
| Ryan Dressel | M | - |
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.
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | 2 years |
| Tim Holland | M | - |
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | 1 years |
| Frank Nickel | M | - |
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | 3 years |
| Andrew Goins | M | - |
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | 1 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Noreen Beaman | F | - |
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. | 2 years |
| Nicholas Boylan | M | - |
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. | 8 years |
| Eric Clarke | M | - |
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. | - |
| Chris Hart | M | - |
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. | 2 years |
| Tosh Brinkerhoff | M | - |
The Fuqua School of Business
| 2 years |
| George Morrow | M | 72 |
The Fuqua School of Business
| 9 years |
| Joe Preisser | M | - |
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. | 12 years |
| Doug O’Brien | M | - |
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. | - |
| Adrian Helfert | M | - |
The Fuqua School of Business
| 2 years |
| Jackson Lee | M | - |
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. | - |
| Richard L Gilbert | M | - |
The Fuqua School of Business
| 2 years |
| Zhao Hui Li | M | 48 |
The Fuqua School of Business
| 2 years |
| Jorge Enrique Vallarino Miranda | M | 46 |
The Fuqua School of Business
| 2 years |
| Kyle Gahan | M | - |
US Coast Guard Academy
| 4 years |
| Kevin LaForce | M | - |
The Fuqua School of Business
| 2 years |
| Brian Wachob | M | - |
The Fuqua School of Business
| 4 years |
| Matt Schaefer | M | - |
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. | - |
| Craig Foos | M | - |
US Coast Guard Academy
| 4 years |
| Case Eichenberger | M | - |
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. | 1 years |
| Namita Vikas Thapar | F | 47 |
The Fuqua School of Business
| 2 years |
| Kevin Eckert | M | - |
The Fuqua School of Business
| 1 years |
| Andrew Matricaria | M | - |
The Fuqua School of Business
| 2 years |
| Raymond Wong | M | - |
The Fuqua School of Business
| 2 years |
| Shaheen Wirk | M | - |
The Fuqua School of Business
| 2 years |
| Mike Jenkins | M | - |
The Fuqua School of Business
| 2 years |
| Yun Zhang | M | 47 |
The Fuqua School of Business
| 6 years |
| Uche Osuji | M | - |
The Fuqua School of Business
| 2 years |
| Kristina Wright | F | 47 |
The Fuqua School of Business
| 2 years |
| Gary Lin | M | - |
The Fuqua School of Business
| 2 years |
| Sharon Allan | F | - |
The Fuqua School of Business
| 2 years |
| Michael Hadden | M | - |
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | - |
| Iqbal Mufti | M | - |
The Fuqua School of Business
| 2 years |
| Dorit Zak | F | - |
The Fuqua School of Business
| 2 years |
| Buhdy Bok | M | 52 |
The Fuqua School of Business
| 2 years |
| Chris G. Kmiecik | M | - |
US Coast Guard Academy
| 10 years |
| George Bobb | M | 49 |
US Coast Guard Academy
| 4 years |
| Bryan Palma | M | - |
The Fuqua School of Business
| 2 years |
| Lee M. Rosenbaum | M | - |
US Coast Guard Academy
| 4 years |
| Frank Burke | M | - |
The Fuqua School of Business
| 2 years |
| Alex Christie | M | - |
The Fuqua School of Business
| 2 years |
| Amy Lynn Magnotta | F | - |
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. | 5 years |
| Lewis Scott Kaufman | M | - |
The Fuqua School of Business
| 2 years |
| Jeffrey W. Donlon | M | - |
The Fuqua School of Business
| 2 years |
| Bryan Francis Durand | M | - |
The Fuqua School of Business
| 2 years |
| Rishi Kapoor | M | 58 |
The Fuqua School of Business
| 1 years |
| Cheryl Pate | F | 48 |
The Fuqua School of Business
| 2 years |
| Hartaj Singh | M | - |
The Fuqua School of Business
| 2 years |
| K. C. Nelson | M | - |
The Fuqua School of Business
| 2 years |
| Nicholas S. Cucinelli | M | 50 |
US Coast Guard Academy
| 4 years |
| Todd Federman | M | - |
The Fuqua School of Business
| 2 years |
| Sergey Sergeevich Skaterschikov | M | 52 |
The Fuqua School of Business
| 2 years |
| Patrick Jordan | M | - |
The Fuqua School of Business
| 2 years |
| Tom Wilson | M | - |
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. | 2 years |
| Aashish Subba Rao | M | - |
The Fuqua School of Business
| 2 years |
| Anne Ward | F | 52 |
The Fuqua School of Business
| 2 years |
| Rob W. Schrepfer | M | 52 |
The Fuqua School of Business
| 4 years |
| Susana Salaru | F | - |
The Fuqua School of Business
| 2 years |
| Zack Scott | M | - |
The Fuqua School of Business
| 2 years |
| David Michael Niewood | M | - |
The Fuqua School of Business
| 2 years |
| Sterling Adlakha | M | - |
US Coast Guard Academy
| 4 years |
| Kelvin Baggett | M | - |
The Fuqua School of Business
| 4 years |
| John Kim | M | - |
The Fuqua School of Business
| 2 years |
| Mitch Kerr | M | - |
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. | 2 years |
| Eric Hession | M | 50 |
The Fuqua School of Business
| 2 years |
| Doug Workman | M | - |
The Fuqua School of Business
| 2 years |
| Yong Min Zhang | M | 49 |
The Fuqua School of Business
| 2 years |
| Kevin Knull | M | - |
US Coast Guard Academy
| 4 years |
| Steve Smigie | M | - |
The Fuqua School of Business
| 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 73 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Brian Storey
- Personal Network
