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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Natalie Wolfsen
CEO at Orion


Natalie Wolfsen joined Orion Advisor Solutions as CEO in October 2023 and is a member of the firm’s Board of Directors. She is the former CEO of AssetMark and has nearly 30 years of financial services industry experience. For over 25 years, Natalie has served independent advisors (RIA and broker-dealer affiliated) with more than a decade of working with independent and insurance broker-dealers. Prior to joining AssetMark in 2014, Natalie previously held digital and investment platform development, investment solution management, strategy and marketing roles at First Eagle Investment Management, Pershing, Charles Schwab and American Express. Natalie has an MBA from University of California, Los Angeles and a Bachelor of Arts degree from University of California, Berkeley. In 2024, Barron’s recognized Natalie as one of the 100 Most Influential Women in U.S. Finance, a testament to her visionary leadership and substantial impact on the financial service industry’s trajectory.

Agenda Sessions

  • EDGE Visionary Panel Discussion: Insights Unveiled: Current Dynamics and Trends in Wealth Management