Timothy Holland, CFA in

Timothy Holland, CFA

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Chief Investment Officer at Orion
📍 Greater Philadelphia, United States

As Chief Investment Officer at Orion, Timothy Holland directs the investment teams for Orion Wealth Management, Brinker Capital, Orion OCIO, and Orion Portfolio Solutions. He is a Chartered Financial Analyst (CFA) with over two decades of experience in global investment strategy and portfolio management, holding a Bachelors degree from Drew University.

Timothys insights on markets and investments are frequently sought after by top-tier business media, including CNBC, Bloomberg TV, The Wall Street Journal, and the Financial Times. He is a regular participant in industry events, sharing his expertise on the future of wealth management.

He played an integral role in shaping the firms investment strategy after joining through Orions 2020 merger with Brinker Capital.

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Experience
35 Years
Current Role
Chief Investment Officer
Job Level
Leadership
Location
Greater Philadelphia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Timothy cares about

OCIO Services
Previously served as CIO of Orion's OCIO division, consulting with the firm's largest customers to help them grow by using outsourced investment services.
Investment Strategy
He frequently provides market commentary on the economy, tariffs, and global policy shifts, guiding strategy for over $60 billion in assets.
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Career

Work history

9-2024
Chief Investment Officer
Orion
4-2023 - 9-2024
Chief Investment Officer - Orion OCIO
Orion
10-2020 - 4-2023
Chief Investment Officer
Orion Advisor Solutions
3-2017 - 9-2020
Senior Vice President, Global Investment Strategist
Brinker Capital
8-2016 - 12-2016
Co-Head US Sub-Advisory
Pictet Asset Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1987 - 1991
Bachelor’s Degree
Drew University
1983 - 1987
High School
Notre Dame High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Holley
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