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Eric Clarke

Orion Advisor Services, LLC


Speaker Bio

Eric Clarke is the CEO and founder of Orion Advisor Services, the nation’s largest privately-owned portfolio-accounting firm.  Orion exists to build technology that empowers advisors with the freedom to be independent fiduciaries. Eric enjoys meeting with advisors to discuss how Orion can help them grow their business, be more operationally efficient, and enhance their value proposition.  While Orion is best known for its portfolio accounting capabilities, Orion recently launched its Eclipse trading and Astro optimization platforms and is making inroads as a leader in tax-efficient trading.  As an industry-recognized expert in portfolio accounting, Eric’s articles have been published in Investment News, The Journal of Financial Planning, RIABiz, and several other industry publications.



Eric earned a Bachelor of Science in Accounting from Brigham Young University, and a Masters of Business Administration from the University of Utah.  

Speaker Sessions