Orion Names Mark Mayo as Chief Financial Officer
Orion, a leader in wealthtech built for fiduciary advisors, has appointed Mark Mayo as its new Chief Financial Officer. His arrival is a purposeful move to strengthen Orion’s financial foundation, support disciplined growth, and ensure the firm’s resources are aligned with its long-term ambitions.
A Record of Results
Mark brings deep experience in finance and operations. Before joining Orion, he served as CFO of DISA Global Solutions, a well-known provider in the drug testing space. Over eight years there, he helped drive revenue and profitability through a mix of strategic acquisitions and focused operational improvements—work that pairs financial rigor with practical execution.
Experience Across Multiple Industries
His background extends beyond DISA. Mark also held CFO roles at Connect America and HireRight, and earlier in his career served within several divisions at General Electric (GE). He spent 13 years at GE and earned a Six Sigma Master Black Belt, reflecting a sustained commitment to process excellence and measurable outcomes.
Education and Core Expertise
Mark holds a Bachelor of Commerce degree from Queen’s University in Ontario, Canada. That academic base, combined with hands-on leadership across multiple companies and industries, equips him to guide Orion’s finance organization with clarity and consistency.
Focus for Orion’s Next Chapter
Stepping into this role, Mark shared his enthusiasm for joining a company at the forefront of wealthtech innovation. He underscored Orion’s mission to deliver exceptional value through a connected, innovative technology platform—and emphasized how strengthening the advisor-client relationship remains central to Orion’s growth strategy.
CEO Natalie Wolfsen on the Appointment
“We are thrilled to welcome Mark to our team. His extensive financial expertise will be an invaluable asset to Orion as we continue to grow and innovate so we can help advisors and investors thrive,” stated Natalie Wolfsen, CEO of Orion. The message is clear: strong financial leadership is essential to sustaining momentum and scaling with confidence.
What Orion Delivers Today
Orion is a premier provider of technology-enabled fiduciary processes that help financial advisors serve clients more effectively. Its platform supports the full advisor workflow—from planning and portfolio management to tracking progress against each client’s goals—so advisors can focus on advice, not administrative friction.
Scale That Supports Advisors and Investors
As of the latest reports, Orion manages $4.4 trillion in assets under administration and $69.4 billion in wealth management platform assets, supporting over six million technology accounts. The scale matters: it signals trust, resilience, and the ability to keep investing in the tools advisors use every day.
Looking Ahead
With Mark Mayo’s leadership, Orion is poised to sharpen its financial strategies and support a broad spectrum of independent advisory firms. The goal is steady and straightforward: reinforce Orion’s mission so advisors—and their clients—can navigate markets with confidence and clarity.
Frequently Asked Questions
What role will Mark Mayo play at Orion?
He’s the Chief Financial Officer, responsible for leading Orion’s finance organization and strengthening the company’s financial strategy and infrastructure to support growth.
What experience does Mark bring to the CFO position?
Mark has extensive financial leadership experience, including eight years as CFO at DISA Global Solutions and CFO roles at Connect America and HireRight, along with 13 years at GE and certification as a Six Sigma Master Black Belt.
Why is his appointment important for Orion right now?
Orion is scaling its connected technology platform for advisors. Mark’s background in acquisitions and operational improvements helps align investment, efficiency, and growth so the firm can keep innovating with discipline.
How does Orion help financial advisors in practice?
Orion provides technology-enabled fiduciary processes that support planning, investment management, and progress tracking—tools that help advisors manage client relationships more smoothly and deliver consistent, goal-focused service.
What assets does Orion manage today?
Orion manages $4.4 trillion in assets under administration and $69.4 billion in wealth management platform assets, supporting over six million technology accounts.
