Natalie Wolfsen

Natalie Wolfsen serves as the Chief Executive Officer of Orion Advisor Solutions LLC since October 2023 and is also a member of the Board of Directors at Wealthsimple since April 2020. Previously, Wolfsen held various leadership roles at AssetMark from May 2014 to September 2023, including Chief Executive Officer and Chief Solutions Officer, where a focus was placed on developing innovative investment products and technologies. Additionally, Wolfsen's contributions to the CFP Board as a Board member from January 2019 to December 2022 highlighted commitment to enhancing personal financial planning standards. Prior experience includes senior roles at First Eagle Investment Management, Pershing, Charles Schwab, and American Express. An MBA from UCLA Anderson School of Management and a Bachelor of Arts in Political Science from the University of California, Berkeley complement a robust professional journey in the financial services industry.