Behavioral Finance and Leadership with Natalie Wolfsen from Orion

Barry Ritholtz speaks to Natalie Wolfsen, chief executive officer
of Orion, which provides technology and asset-management services
to wealth-management firms, independent financial advisers and
the enterprises that serve them. She is also a member of Orion’s
board of directors. She previously served as CEO of AssetMark;
she also worked for First Eagle Investment Management, Pershing,
Charles Schwab and American Express. This year, Barron’s named
Wolfsen to its 100 Most Influential Women in U.S. Finance
list. 


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