Business Wire1mon
Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology
When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. With 25 years of deep ...
Morningstar20d
Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
As part of the transaction, Summit’s co-founder and CEO, Reed Colley,joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. The definitive agreement ...
Yahoo Finance19d
Orion concludes acquisition of Summit Wealth Systems
The deal, which was first announced on in December last year, sees Summit Wealth Systems' co-founder and CEO Reed Colley stepping into the role of president of Orion Advisor Technology ...
Yahoo Finance20d
Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
As part of the transaction, Summit’s co-founder and CEO, Reed Colley, joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. The definitive agreement was ...