Rusty Vanneman
Chief Investment Officer at Orion Portfolio Solutions LLC
Rusty Vanneman active positions
Companies | Position | Start | End |
---|---|---|---|
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Chief Investment Officer | 2023-02-28 | - |
Portfolio Manager-Equities | - | - | |
Market Strategist | 2020-11-30 | 2023-02-28 |
Career history of Rusty Vanneman
Former positions of Rusty Vanneman
Companies | Position | Start | End |
---|---|---|---|
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Chief Investment Officer | 2000-12-31 | 2012-08-30 |
Portfolio Manager-Equities | 2000-12-31 | 2012-08-30 | |
Portfolio Manager-Fixed Income | 2011-12-07 | 2012-08-30 | |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Analyst-Equity | - | 2000-12-30 |
Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Chief Investment Officer | - | - |
Orion Portfolio Solutions LLC (Old)
Orion Portfolio Solutions LLC (Old) Investment ManagersFinance Orion Portfolio Solutions LLC (OPS) is a wealth management firm headquartered in Omaha, Nebraska. The firm was founded in 2001 and is a subsidiary of Orion Advisor Technology LLC. OPS provides investment management and recordkeeping services to individuals, pensions and profit-sharing plans, trusts, estates or charitable organizations. | Chief Investment Officer | 2012-08-31 | 2020-11-30 |
Head of Private Banking | 2012-08-31 | - | |
Market Strategist | 2020-11-30 | - | |
Strategic Advisors LLC
Strategic Advisors LLC Investment ManagersFinance Founded in 2001, Strategic Advisors LLC is a hedge fund manager located in Richardson, Texas. The firm manages the Strategic Investing Long-Short Fund, which is distributed by Northern Lights Distributors LLC. | Analyst-Equity | - | - |
E*TRADE Securities LLC
E*TRADE Securities LLC Investment Banks/BrokersFinance Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC. | Market Strategist | - | - |
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Chief Investment Officer | 2012-08-31 | 2019-08-31 |
Head-Equity Investments | 2012-08-31 | - | |
Investment Committee Member | 2012-08-31 | - | |
Portfolio Manager-Equities | 2012-08-31 | - | |
President | 2012-08-31 | - | |
Thomcorp Holdings, Inc.
Thomcorp Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Thomcorp Holdings, Inc. provided information, news, and technology solutions to the financial community. The company was founded in 1980 and was headquartered in New York City, NY. | Corporate Officer/Principal | - | - |
Training of Rusty Vanneman
Babson College | Undergraduate Degree |
Statistics
International
United States | 11 |
Operational
Chief Investment Officer | 5 |
Portfolio Manager-Equities | 3 |
Market Strategist | 3 |
Sectoral
Finance | 9 |
Commercial Services | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 9 |
---|---|
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Thomcorp Holdings, Inc.
Thomcorp Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Thomcorp Holdings, Inc. provided information, news, and technology solutions to the financial community. The company was founded in 1980 and was headquartered in New York City, NY. | Commercial Services |
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
E*TRADE Securities LLC
E*TRADE Securities LLC Investment Banks/BrokersFinance Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC. | Finance |
Strategic Advisors LLC
Strategic Advisors LLC Investment ManagersFinance Founded in 2001, Strategic Advisors LLC is a hedge fund manager located in Richardson, Texas. The firm manages the Strategic Investing Long-Short Fund, which is distributed by Northern Lights Distributors LLC. | Finance |
Orion Portfolio Solutions LLC (Old)
Orion Portfolio Solutions LLC (Old) Investment ManagersFinance Orion Portfolio Solutions LLC (OPS) is a wealth management firm headquartered in Omaha, Nebraska. The firm was founded in 2001 and is a subsidiary of Orion Advisor Technology LLC. OPS provides investment management and recordkeeping services to individuals, pensions and profit-sharing plans, trusts, estates or charitable organizations. | Finance |
Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Finance |
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