How we operate our firm

Posted in Latest Jobs
How we operate our firm

Kris Venne, my partner and practice management guru, Nick Maggiulli, my firm’s COO (you may know his wonderful blog, Of Dollars and Data), and Anna Chaiken, my Head of Execution. Anna is the person who gets thing done and is deeply involved in all processes within the firm. For Josh Brown, CEO and co-founder of Ritholtz Wealth Management, structuring the RIA as a fee-only fiduciary was a critical part of the mission to guide investors to long-term investing. They’ll also dive into how the firm operates day-to-day with Orion’s capabilities and open the floor to attendees for a Q&A session. So be sure to bring your questions on fintech, practice management, client interface, content, and more!

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