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New CEO Is Named At CLS Investments, Parent Firm Adds National Team

Eliane Chavagnon

15 September 2016

NorthStar Financial Services Group has added a national accounts team to support the firm’s growth in assets and relationships among its subsidiaries, including The Gemini Companies, Orion Advisor Services and CLS Investments.

The teams will be led by Todd Clarke, formerly chief executive at CLS. Ryan Beach, formerly president of CLS, has taken the CEO reins from Clarke.

Omaha, NE-based NorthStar said it has grown by approximately 61 per cent in AuM and has added 133 employees collectively among its subsidiaries since January 2015.  

In April 2015, the company announced its acquisition by the global private equity firm TA Associates.