Who's Moving Where In Wealth Management? Orion, The Bulfinch Companies, Kestra PWS

Editorial Staff

22 December 2017

Orion Advisor Services
Orion Advisor Services, a portfolio accounting service provider for advisors, has hired seven professionals to its team.

The Omaha, Neb-headquartered firm has appointed Kelly Waltrich as chief marketing officer, Evan Hatch as director of premier services, Sean Hollingshead as vice president of managed accounts, and Heidi Meyer as strategic consultant.

Orion has also hired three VPs of business development charged with expanding Orion’s reach in the Southcentral, Midwest, and Northwest regions, it said.

The Bulfinch Companies
Massachusetts-based The Bulfinch Companies, a private real estate investment, development and management firm, has appointed Alyssa Tsoutsouras as vice president of finance and asset management.

In her new role at Bulfinch, Tsoutsouras will oversee lending relationships as well as assist with investor reporting and asset management.

Tsoutsouras held various positions at several commercial banks and investment holding companies, including JP Morgan and Citizens Bank. Most recently, she provided portfolio management and underwriting services at Citizens Bank.

Kestra Private Wealth Services
Kestra Private Wealth Services, a registered investment advisor subsidiary of Kestra Financial, has hired Modernize Wealth to its advisory platform.

Based in Chandler, Arizona, Modernize has been providing wealth management and retirement planning services for over 25 years.

The advisory team at Modernize consists of John Hebert, Brandon Hebert, and Jeffrey Hebert.