Our Team

Joshua has been serving clients in the financial services industry since 2000. As a CPFA and AIF®, he is obligated to maintain a fiduciary standard of care, which mandates that he puts his clients interest above his own. This standard is only required of fiduciaries.

Since September 2012, Rusty is responsible for leading Orion’s portfolio Management Team and overseeing all investment operations. Previously, he served as Chief Investment Officer and Portfolio Manager at Kobren Insight Management (KIM) in the greater Boston area. His 11-year tenure at KIM included a 5-year span during which the firm was owned by E*TRADE Financial and he served as the Senior Market Strategist for E*TRADE Capital. Prior to working at KIM, he was a Senior Analyst at Fidelity Management and Research (FMR Co) in Boston. He was also a Managing Analyst at Thomson Financial.

Tamara is concerned with the task of overseeing the day-to-day administrative and operational functions of our practice.

Having a MBA in Marketing and Economics combined with 30 years experience applying strategy and risk management to multi billion dollar portfolio’s; Walt introduces the most compelling financial solutions to help ensure the safest and best client outcomes.