Eric Clarke
Founder at Orion Advisor Technology LLC
Network origin in Eric Clarke first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Invest In Others Charitable Foundation
 The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.
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| Non-Profit Organization | Miscellaneous Commercial Services | 29 |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.
25
| Holding Company | Miscellaneous | 25 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Eric Clarke via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
Stratford American Corp.
 Stratford American Corp. Oil & Gas ProductionEnergy Minerals Stratford American Corp. explores oil and gas in the United States. It owns interests in 30 oil and gas producing properties in Oklahoma and Texas through its subsidiary Stratford American Energy Corp. The company also owns working and/or royalty interests in oil and gas properties in Oklahoma and Texas through its subsidiary SA Oil. Stratford American was founded in 1988 and is headquartered in Phoenix, AZ. | Oil & Gas Production | Chairman | |
| WOLTERS KLUWER N.V. | Data Processing Services | Corporate Officer/Principal | |
TA Associates Management LP
 TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Director of Finance/CFO Private Equity Investor Private Equity Investor | |
Genstar Capital Management LLC
 Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor Private Equity Investor Consultant / Advisor Private Equity Investor | |
First Eagle Investment Management LLC
 First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Investment Managers | Director/Board Member Sales & Marketing | |
Brinker Capital Securities LLC
 Brinker Capital Securities LLC Investment Banks/BrokersFinance Brinker Capital Securities, Inc. engages in the provision of securities brokerage services. It offers multi-asset investment solutions, wealth advisory, retirement plan services, technology solutions, and RIA services. The company was founded by Irwin Charles Widger in 1987 and is headquartered in Berwyn, PA. | Investment Banks/Brokers | Chief Executive Officer | |
Gemini Fund Services LLC
 Gemini Fund Services LLC Investment Banks/BrokersFinance Founded in 2002, Gemini Fund Services LLC is a fund distributor headquartered in Hauppauge, New York. The firm partners with investment companies to deliver comprehensive pooled investment solutions including mutual funds, hedge funds and collective investment trusts. | Investment Banks/Brokers | Founder Director/Board Member | |
| TOMTOM NV | Packaged Software | Director/Board Member | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal Investor Relations Contact Corporate Officer/Principal | |
Riskalyze, Inc.
 Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA. | Packaged Software | Chairman Director/Board Member Founder | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Accruent LLC
 Accruent LLC Packaged SoftwareTechnology Services Accruent LLC provides real estate performance management solutions. Its solutions include capital planning, CMMS, field service management, IoT remote monitoring, project management, and healthcare technology management. It offers products and services to education, corporate, healthcare, public sector,retail, telecommunication, manufacturing, and utilities industry. The company was founded by Mark Friedman in August 1995 and is headquartered in Austin, TX. | Packaged Software | Director/Board Member | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CLS Investments LLC
 CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Director/Board Member Founder Chief Executive Officer Chief Executive Officer | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| St. Bonaventure University | College/University | Undergraduate Degree | |
| Saint Peter's University | College/University | Undergraduate Degree | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Chief Executive Officer | |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Director/Board Member | |
TomTom International BV
 TomTom International BV Aerospace & DefenseElectronic Technology TomTom International BV produces, designs, and develops navigation and mapping products. It operates through the following business units: Consumer, Automotive, Licensing, and Telematics. The Consumer business unit includes navigation devices such as global positioning system enabled sports watches. The Automotive business unit provides navigation components such as maps, traffic, and software to car manufacturers. The Licensing business unit comprises of maps with navigable coverage for 118 countries, address points, and two-dimensional city maps. The Telematics business unit covers fleet management, vehicle telematics, and connected car services. The company was founded by Harold Goddijn and Peter-Frans Pauwels in 1991 and is headquartered in Amsterdam, the Netherlands. | Aerospace & Defense | Director/Board Member | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Director/Board Member | |
AmeriLife Group LLC
 AmeriLife Group LLC Investment ManagersFinance AmeriLife Group LLC engages in the development, marketing, and distribution of life and health insurance, annuities and retirement planning solutions. Its products include fixed annuities, health insurance, supplemental health insurance, medicare, and life insurance. The company was founded by Gary Boesch in 1971 and is headquartered in Clearwater, FL. | Investment Managers | Director/Board Member Director/Board Member | |
| All Stars Project, Inc. | Director/Board Member | ||
Financial-Information-Technologies LLC
 Financial-Information-Technologies LLC Packaged SoftwareTechnology Services Financial-Information-Technologies LLC offers electronic funds transfer (EFT) and electronic data interchange (EDI) services. It provides delivery data exchanging, invoice settlement, payment activity reconciling, and purchase management services. The company was founded by Scott P. Riley in 1991 and is headquartered in Tampa, FL. | Packaged Software | Director/Board Member Director/Board Member | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
Worldwide Facilities LLC
 Worldwide Facilities LLC Insurance Brokers/ServicesFinance Worldwide Facilities LLC engages in the provision of insurance solutions. Its brokers and underwriters provides expertise in a wide range of specialty lines, as well as extensive contacts with carriers domestically and overseas. The company was founded in 1970 and is headquartered in Los Angeles, CA. | Insurance Brokers/Services | Director/Board Member | |
TomTom, Inc.
 TomTom, Inc. Aerospace & DefenseElectronic Technology TomTom, Inc. manufactures GPS hardware and software products. It specializes in navigation products and services, maps, traffic, wearable, fitness, action camera, software, fleet management. The firm serves consumer, telematics, automotive and licensing markets. The company was founded in and is headquartered in Burlington, MA. | Aerospace & Defense | Director/Board Member | |
Access Technology Group Ltd.
 Access Technology Group Ltd. MiscellaneousMiscellaneous Access Technology Group Ltd. is a holding company, which enagges in the development of business management software solutions. It offers a range of on-premise and cloud based solutions in finance, human resource, payroll, warehousing, business intelligence, professional services automation, and manufacturing. The company was founded on September 27, 2005 and is headquartered in Colchester, the United Kingdom. | Miscellaneous | Director/Board Member Director/Board Member | |
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member | |
| Financial Services Institute, Inc. | Chairman Director/Board Member Director/Board Member Director/Board Member | ||
Private Advisor Group LLC
 Private Advisor Group LLC Investment ManagersFinance Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations. | Investment Managers | Trading-Equity Founder | |
AffiniPay LLC
 AffiniPay LLC Regional BanksFinance AffiniPay LLC provides payment processing services. It offers credit card and online payment processing services for attorneys that safeguards lawyers' funds in compliance with tax laws. The company was founded by Amy M. Porter in 2005 and is headquartered in Austin, TX. | Regional Banks | Director/Board Member Director/Board Member | |
Prometheus Group Enterprises LLC
 Prometheus Group Enterprises LLC Packaged SoftwareTechnology Services Prometheus Group Enterprises LLC engages in the provision of enterprise asset management and plant maintenance operations and optimization software. It offers planning and scheduling, analytics, permitting and isolations, and turnaround and outage management. The company was founded by Eric Huang in 1998 and is headquartered in Raleigh, NC. | Packaged Software | Director/Board Member | |
Infinite Electronics, Inc.
 Infinite Electronics, Inc. Electronics DistributorsDistribution Services Infinite Electronics, Inc. operates as a holding company, which engages in the provision of management and back office support. The firm through its subsidiaries, offers radio frequency (RF) and microwave; wired and wireless connectivity products; data bus couplers, harnesses and cable assemblies, connectors, and connector termination systems; electrical connectors for commercial, military and aerospace markets; antennas and accessories; test and measurement instruments; and RF protection solutions. The company is headquartered in Irvine, CA. | Electronics Distributors | Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Russell Investments US Institutional Holdco, Inc.
 Russell Investments US Institutional Holdco, Inc. Investment ManagersFinance Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA. | Investment Managers | Director/Board Member President | |
JConnelly Inc.
 JConnelly Inc. Advertising/Marketing ServicesCommercial Services JConnelly Inc. is a communications and marketing agency working with brands to help them expand awareness, connect and engage with clients and stakeholders, influence change, amplify online presence and build community. It specializes in media relations, video production and distribution, social and digital media, advertising, corporate communications support, branding, content development and distribution, marketing, graphic design, crisis communications and risk management, and reputation management. The company was founded in 2003 and is headquartered in New York, NY. | Advertising/Marketing Services | Chief Executive Officer Chief Executive Officer | |
Retriever Medical / Dental Payments LLC
 Retriever Medical / Dental Payments LLC Miscellaneous Commercial ServicesCommercial Services Retriever Medical/Dental Payments, Inc. provides credit card processing services. It serves the medical and dental community. The company was founded by Frank Shiner and is headquartered in Valhalla, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Signant Health
 Signant Health Packaged SoftwareTechnology Services Signant Health engages in the provision of technology and service for clinical research to the drug development firms. It offers patient solutions and clinical supplies. The company was founded in 2018 and is headquartered in the United States. | Packaged Software | Director/Board Member | |
GC Two Holdings, Inc.
 GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Financial Conglomerates | Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member | |
TA/WEG Parent LLC
 TA/WEG Parent LLC Investment ManagersFinance TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN. | Investment Managers | Director/Board Member Director/Board Member | |
WEG Sub Parent LLC
 WEG Sub Parent LLC Financial ConglomeratesFinance Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer Chief Executive Officer |
Statistics
International
| United States | 47 |
| Netherlands | 4 |
| United Kingdom | 2 |
Sectoral
| Finance | 25 |
| Technology Services | 8 |
| Consumer Services | 8 |
| Commercial Services | 5 |
| Electronic Technology | 3 |
Operational
| Director/Board Member | 216 |
| Corporate Officer/Principal | 92 |
| President | 39 |
| Chief Executive Officer | 35 |
| Undergraduate Degree | 29 |
Most connected contacts
| Insiders | |
|---|---|
| David Fisher | 43 |
| Todd Crockett | 32 |
| Charles Goldman | 23 |
| Brian S. Hamburger | 22 |
| Anthony Salewski | 22 |
| Mark M. Goldberg | 21 |
| M. Burns | 20 |
| Gemma Postlethwaite | 17 |
| Siddharth Ramakrishnan | 14 |
| Stephanie Drescher | 14 |
| Michael Miola | 13 |
| Clara Jackson | 13 |
| Lori Hardwick | 13 |
| Natalie Wolfsen | 12 |
| Adam Antoniades | 11 |
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