Team

Rob Olcott, CIMA®, AIF®, CAE, FASAE

Managing Director

Robert Olcott, CAE, CIMA , AIF® serves as Managing Director of ORION Investment Advisors, as well as Managing Director of the Olcott Consulting Group, which he founded in 1988. Before forming the OCG, he spent five years with Smith...

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Ahmed Farruk, CIMA®, AIF®

Deputy Managing Director

Ahmed Farruk, CIMA®, AIF® is the Deputy Managing Director of the OCG and ORION Investment Advisors. He is a Senior Consultant with ORION Investment Advisors with nearly 20 years of investment experience. He works closely with...

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Bill Fisher, AIF®

Director

Bill Fisher, AIF® is a Director with ORION Investment Advisors. He has more than 12 years of institutional investment consulting experience. One of ORION's primary relationship managers, Bill works with our non-profit clients in...

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Linsey Tokar

Chief Compliance Officer & Director of Operations

Linsey Tokar joined our parent company in 2004 as Operations Manager. Prior to joining our firm she worked for Legg Mason Wood Walker, Inc., UBS Financial Services and Wells Fargo. She has more than 20 years’ experience in the...
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Joe Syron

Director of Retirement Plan Services & Senior Investment Consultant

Joe Syron, PPC is a Senior Investment Consultant with ORION Investment Advisors and also serves as Director of Retirement Plan Services. Joe manages the firm's retirement plan business and provides consulting and advisory services to...
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Sheena Effendi

Consulting Analyst

Sheena Effendi is the Portfolio Analyst with ORION. Her responsibilities include conducting asset allocation studies, asset manager searches, investment performance monitoring, manager style analysis studies and assisting in manager...
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Tina Zemba

Manager of Client Services

Tina Zemba joined ORION Investment Advisors in 2012 and supports ORION's client services team providing daily operational & compliance support as our Manager of Client Services. Tina is a graduate of The George Washington University....
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Michael Degnan, CFA®

Senior Consultant and Director of Research

Michael Degnan, CFA ® is a Senior Consultant and Director of Research for ORION Investment Advisors and The Olcott Consulting Group. Michael serves on the firm's investment committee and acts as the lead point of contact for all...
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David M. Thome, CFP®

Director, Wealth Management

With more than 12 years in the high-net worth wealth and investment management space, David is skilled at providing personal and tailored advice to meet the planning needs of his clients. His strength lies in his ability to help...
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Barrett Scott

Associate, Wealth Management

With three years of experience in the wealth and investment management field, Barrett is dedicated to providing a high-level of service to all of ORION's clients. Very personable and hardworking, he prides himself in his ability to...
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Trey Olcott, CIMA®

Institutional Consultant & Director of Communications

Trey Olcott is an Institutional Consultant and Director of Communications with ORION Investment Advisors. Trey also participates on the firm's Investment and Management Committees.Prior to joining ORION, Trey lived in New York wor

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