Berwyn, PA Office

Robert Gregory is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank and Eddie Bauer. Outside of finance, he is the founder of Philly Plant Dads, LLC. Orion Portfolio Solutions primarily serves independent advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven investment solutions and technology-enabled services, managing approximately $64.8 billion in assets across nearly 198 advisors and over 185,000 client relationships.

Christopher Monroe is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Brinker Capital Securities and TD Ameritrade. Monroe’s background also includes a period managing a 2-Cow Ranch. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports over 185,000 client relationships with approximately $64.8 billion in assets under administration.

Timothy Holland is a CFA® charterholder with 13 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital Investments and Pictet Asset Management. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions and manages approximately $64.8 billion in assets across multiple delivery platforms.

Brian Ferko is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Orion Portfolio Solutions and Brinker Capital in various capacities since 2010. Outside of his advisory role, he serves as the head baseball coach at Lansdale Catholic High School. Orion Portfolio Solutions primarily supports independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm manages approximately $64.8 billion in assets with 198 advisors and offers a range of services including separately managed accounts, wealth advisory for high-net-worth clients, and technology-enabled custom indexing.

Kyle Hahn is a financial advisor with Orion Portfolio Solutions, LLC, holding the PFS™ designation and Series 65 license. He has six years of experience with Orion Advisor Technology and Orion Portfolio Solutions, and three years with SEI Investments. Prior to his industry career, he spent four years at Shippensburg University. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions, supporting approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.