From Damascus to Wall Street:
My Journey to NoorVest

Andrew Rosenberger is Head of Custom Indexing at Orion where he oversees the management and monitoring of all investments under Orion’s Custom Indexing team. In this role, he is focused on delivering tax optimized solutions which help financial advisors build customized client portfolios with an emphasis on tax efficiency and tax transitions.

Prior to this role, Andrew served as a Senior Portfolio Manager for Brinker Capital’s Wealth Advisory Team where he was responsible for portfolio management, strategy planning, and communication of multi-asset class portfolios for high net worth clients and institutions. With over 15 years of investment experience, Andrew has also held portfolio management roles for a number of asset allocation and absolute return-oriented portfolios. Additionally, he served as Quantitative Investment Manager where he was responsible for the quantitative analysis of economic and capital market trends, portfolio risk analysis, asset allocation, and investment strategy selection.

Andrew earned his Bachelor of Science in Economics from The Pennsylvania State University and holds FINRA Series 7 and 65 licenses. He is a CFA® charterholder and member of the CFA® Society of Philadelphia.

Frank Nickel is Head of Disciplined Equity at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. In this role, Frank is responsible for creating and managing a suite of quantitative investment portfolios across the firm’s discretionary portfolios and open-architecture platform.

Frank has more than 30 years of industry experience. Prior to joining Brinker Capital Investments, Frank held various positions at Morgan Stanley Wealth Management including Portfolio Manager for Managed Advisory Portfolio Solutions, Director of Manager Selection Strategies, Director of Manager Research, and Manager of Global Fixed Income Research. Frank also was a past member of the firm’s Asset Allocation Committee.

Frank received his Bachelor of Arts in political science and Master of Arts in economics from the University of Delaware. He is a CFA® charterholder and holds FINRA Series 7, 16, 63, and 66 licenses. Frank’s investment commentary can be found in various business media, including The Wall Street Journal and MarketWatch.

Thomas J. LaBarbera, is a Quantitative Portfolio Manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. In this role, Thomas is responsible for creating and managing a suite of quantitative investment portfolios. Thomas’s emphasis will be on Disciplined Equity as well as discretionary and thematic strategies.

Thomas has more than 22 years of industry experience. Prior to joining Brinker Capital Investments, Thomas was a Senior Equity Analyst at Systematic Financial Management for 15 years developing and managing quantitative strategies. Specifically, he developed and managed a U.S. Small Cap Quantitative Portfolio and an International Developed Quantitative Portfolio.

Thomas received his Bachelor of Science in Business Administration at Marist College. He is a CFA® and a CPCU® charterholder

Nick Boylan is a portfolio manager at Brinker Capital Investments, an Orion Company. In this role, he is responsible for the management of Custom Indexing portfolios for clients and institutions, with a focus on tax-optimized solutions that emphasize tax efficiency and tax transitions.

Prior to this role, Nick served as an Investment Strategist for Brinker Capital’s Wealth Advisory Team where he was responsible for portfolio construction of multi-asset class portfolios utilized by highnet worth clients and institutions. With over 15 years of Industry experience, Nick also held other positions at Brinker Capital and Vanguard.

Nick graduated from The Pennsylvania State University with a Bachelor of Science in Finance. He holds FINRA Series 6, 7, 63 and 65 licenses.

Chad Fox is an Investment Strategist at Orion Advisor Solutions. In this role, he is responsible for the planning, transitioning, personalization, and initial proposal process of Orion Custom Indexing portfolios with a focus on tax optimized solutions that emphasize tax efficiency. He has three years’ industry experience.

Prior to joining Orion, Chad held a sales position at New York Life. He received his Bachelor of Science in Finance from the University of Rhode Island. He currently holds FINRA Series 6 and 63 licenses.