Profile
“My strongest professional quality is my ability to build trust and long-term relationships, whether with clients, colleagues, or stakeholders”
Danny Ibrahim,
KeyRate Mortgage
For Natalie Wolfsen, CEO of Orion, curiosity has been the key to success across the numerous high-level positions she has held in the wealth management industry.
“Curiosity is often the best career compass,” she explains. “It’s the same advice I give to rising professionals: choose an industry that excites you and is on the move, and then throw yourself into the work. When you do, the opportunities will come – and you’ll have the privilege of building something bigger than yourself.”
Joining the industry in the management consulting and payments sector, the 2025 InvestmentNews Hot List member chose to follow her passion for wealth management, building a dynamic career through roles at Schwab, Pershing, First Eagle, AssetMark, and now, Orion.
With two years under her belt as Orion’s CEO, Wolfsen has dedicated herself to expanding the firm’s offerings by providing innovative solutions that enable advisors to provide human-first advice. Strategic M&As have grown Orion’s already exceptional services, while the firm’s value proposition is proven by its clients’ successes: based on Orion's 2025 Advisor Growth Survey, in 2024 Orion clients achieved an organic asset growth rate that was nearly 10 percent higher than that of non-Orion clients.*
As the AI revolution continues to make its mark on the wealth management industry, Wolfsen sees her role at Orion as an opportunity to guide advisors through never-ending transformations, always ensuring that Orion can remain proactive in its decision-making. “The biggest challenge in my role is also the most exciting part of it – keeping pace with the extraordinary speed of change in our industry, especially around artificial intelligence.”
She adds, “Advisors today are navigating new expectations from investors, new technologies reshaping how work gets done, and new opportunities to grow. My job is to make sure Orion is always one step ahead, so we can simplify that complexity and deliver tools that truly amplify the human side of advice.”
Wolfsen’s technical skills pair with her emotional intelligence. She also prioritizes high-functioning teams, where each member’s skills are recognized and placed accordingly.
This collaborative, team-oriented mindset was cultivated over years of experience, with Wolfsen reaching the conclusion that the most rewarding achievements come through success as a group.
“Early in my career, I was very focused on proving myself, striving for promotions and recognition,” she notes. “Today, what motivates me is building something bigger than myself. I measure success by how well we win together – whether that’s Orion helping advisors accelerate growth, or our teams innovating side by side to deliver meaningful outcomes. That mindset not only makes the work more satisfying, but it also creates far greater impact.”
Wolfsen judges her success not only through growth metrics and new products, but also on the impact she has on her community. In the past year, Wolfsen expanded her work beyond Orion in ways that reflect her commitment to access to advice and empowerment. She was elected to the Foundation for Financial Planning’s Board of Trustees, where she supports the nation’s leading nonprofit dedicated to pro bono financial planning for people in crisis or need. This aligns closely with Orion’s role as presenting sponsor of ProBonoPlannerMatch.org, which connects thousands of CFP® professionals to underserved communities such as seniors, veterans, and low-income workers.
“These activities mirror the mission I champion inside Orion – expanding access to advice, empowering communities, and helping individuals, whether investors or students, reach their full potential.”
17605 Wright Street, Omaha, NE 68130
402 895 1600
success@orion.com
linkedin.com/company/orionwealthtech
orion.com
Natalie Wolfsen
Chief Executive Officer Orion
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Milestones
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made”
Danny Ibrahim,
KeyRate Mortgage
1999–2009
2009–2014
2014–2021
2021–2023
2025
Product strategy, development, and marketing roles at Charles Schwab
1999–2009
Product and marketing roles at First Eagle Investment Management and Pershing
2009–2014
AssetMark Chief Solutions Officer and Chief Commercialization Officer
2014–2021
Chief Executive Officer at AssetMark
Since joining Orion as CEO and board member in 2023, she has been a transformative leader, driving the company’s vision of building a wealth-tech community where every advisor and investor thrives.
2021–2023
In January 2025, she led Orion’s acquisition of Summit Wealth Systems, an award-winning advisor technology provider. Summit’s powerful software enhances Orion’s unified, flexible tech ecosystem, accelerating the company’s growth and innovation.
Recognized by Barron’s as one of the 100 Most Influential Women in US Finance in 2024 and 2025
Named by Barron’s Advisor among the 10 People to Watch in Wealth Management for 2025
2025
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
*In 2024, Orion clients achieved an organic asset growth rate that was nine percent higher than that of non-Orion clients.
Source: Orion’s 2025 Advisor Growth Survey. Sample size: 372 (238 Orion, 134 non-Orion)
Question: Thinking about your organic asset growth rate excluding market appreciation and acquisitions, what do you estimate was your firm’s organic asset growth rate in 2024?