Profile
Natalie Wolfsen joined Orion as CEO in October 2023 and is a member of the firm’s board of directors. She is the former CEO of AssetMark and has nearly 30 years of experience in the financial services industry. For more than 25 years, she has served independent advisors, including those affiliated with RIAs and broker-dealers, with more than a decade of experience working with independent and insurance broker-dealers.
Before joining AssetMark in 2014, Wolfsen held roles in digital and investment platform development, investment solution management, strategy, and marketing at First Eagle Investment Management, Pershing, Charles Schwab, and American Express. She holds an MBA from the University of California, Los Angeles, and a Bachelor of Arts degree from the University of California, Berkeley.
Wolfsen has been recognized by Barron’s as one of the 100 Most Influential Women in U.S. Finance for the past three years, reflecting her leadership and impact on the financial services industry.
Natalie Wolfsen
Chief Executive Officer Orion
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