Join us on May 14th at 1:00pm PT as Katherine Phillips, CFP® hosts Thomas K.R. Wilson, CFA® of Orion as he discusses his thoughts on the current market environment.

Tom is the Executive Vice President, Head of Wealth Advisory at Orion. Tom applies more than 30 years of industry experience directing the implementation of the firm’s multi-asset class investment philosophy and discipline in institutional and high net worth portfolios. Tom began his career at Brinker Capital as the Vice President of the Investment Management Group supervising the due diligence, performance measurement, investment strategy, relationship management and new accounts departments. Previously, Tom held the position of Vice President at Davidson Capital Management where he served as a Portfolio Manager for institutional and high-net-worth accounts as well as an equity analyst covering the telecommunications and technology sectors. 

Tom is an investment and asset allocation commentator and accomplished speaker. His views have been featured in various business news media, including CNBC, The Wall Street Journal, Associated Press, Bloomberg U.S., Bloomberg Asia, FOX News, BusinessWeek and Foundation & Endowment Money Management and he has presented at numerous conferences and events across the country. In addition, Tom overseas the activities of the firm’s subject matter professionals in the areas of Brinker’s Destinations and Retirement programs. 

Tom is an honors scholar and summa cum laude graduate of James Madison University with a B.A. in Economics. He also holds FINRA series 7, 63 and 65 licenses and has earned the CFA® designation. In addition, he is a member of the Financial Analysts of Philadelphia and the CFA Institute.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.