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Mark Mayo, CFP of Orion

Practice Management > Building Your Business > Leadership

Orion Taps CFO From Private Equity Space

By John Manganaro

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Orion, the wealth management technology platform provider, has named Mark Mayo as its new chief financial officer.

Mayo comes to Orion after eight years at the private-equity-owned drug testing company DISA Global Solutions. His background also includes leadership roles at Connect America, HireRight and several divisions of General Electric — where he earned the Six Sigma Master Black Belt designation.

“We are excited to welcome Mark to our team,” Natalie Wolfsen, Orion’s CEO, said in a statement. “His extensive financial expertise will be an invaluable asset to Orion as we continue to grow and innovate so we can help advisors and investors thrive.”

Wolfsen said that Mayo will be tasked with helping Orion further strengthen its financial strategies and ensuring sustainable growth as it supports financial advisors of all sizes and business models.

In his eight years with DISA Global Solutions, Mayo helped to grow revenue and profitability through strategic acquisitions, organic growth and enhanced operational efficiency, according to the announcement.

For its part, Orion has completed seven major acquisitions since 2022, including those of Brinker Capital and Redtail Technology.

“I am thrilled to join such a dynamic and innovative wealthtech leader at a pivotal moment in its growth journey,” Mayo said. “Orion’s commitment to delivering exceptional value and service to advisors and their clients through a connected, disruptive technology and investment platform is truly inspiring.”

News of the appointment comes a few weeks after Brian McLaughlin, president of Orion Advisor Technology, revealed his plans to step away from the firm. Before its acquisition by Orion in June 2022, McLaughlin was the CEO and co-founder of Redtail.

As of the end of June, Orion serviced some $4.4 trillion in assets under administration and $69.4 billion of wealth management platform assets across 6 million technology accounts and thousands of independent advisory firms.

Pictured: Mark Mayo

John Manganaro

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