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Shana Sissel
Director of Investment Due Diligence & Senior Portfolio Manager at Orion Advisor Solutions


Shana Sissel joined Orion Advisor Solutions in 2018. She is primarily focused on high net worth clients and solutions, including a variety of focused equity strategies and customized tax managed direct index optimization portfolios. Additionally, Ms. Sissel leads the investment due diligence efforts for the firm. Ms. Sissel brings over a decade of experience in alternative investments and serves as a subject matter expert for the Investment Team in that area.

Ms. Sissel is also a frequent media contributor. She has appeared on CNBC, Bloomberg, Yahoo! Finance and the TD Ameritrade Network. She has also been quoted extensively in major financial publications, including the Wall Street Journal, US News & World Reports and the Financial Times

Agenda Sessions

  • Liquid Alternatives, Your Portfolio & the Future: What You Need to Know