Natalie Wolfsen
Chief executive officer of Orion and member of Orion’s board of directors, with a background in asset-management services and previous experience at AssetMark, First Eagle Investment Management, Pershing, Charles Schwab, and American Express.
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Jul 25, 2024 • 1h 8min
Behavioral Finance and Leadership with Natalie Wolfsen from Orion
CEO of Orion, Natalie Wolfsen, discusses career journey, implementing changes for client service, evolution in financial services, tax preparation, ESG investing, AI technology, human vulnerability in security, alternative investments, and technology in financial advisory.
