Our team has been working together for many years. We meet with new clients to understand their financial situation and to thoroughly discuss our investment methodology. We then continue to meet as we build up their portfolios. Our detailed reporting and clients’ comprehensive understanding of our approach reinforces the conviction and patience required for long-term investment success.
The Investment Committee makes all investment decisions for each client account. The members of the Committee have significant business experience outside the financial industry, which provides a valuable foundation for investment analysis and decision-making. Combined, the Investment Committee members have more than 50 years practice in our methodology and process.
Fred founded Orion Investment Company and has been a member of the Investment Committee since 1988. Earlier in his career, he rose to become the comptroller of a diversified private company. Subsequently, he was a partner in and raised private capital for the design and development of a number of commercial real estate projects. He earned his B.A. in Economics from Yale in 1967 and his M.B.A. from Stanford Business School in 1969. He served in the United States Navy as a Destroyer Officer from 1969 to 1972.
Before coming to Orion, Fred spent ten years in medical research both in the biotechnology industry and in academia. He earned his B.S. in Biology at Stanford, a Ph.D. in Molecular Cell Biology at Washington University in St. Louis, and did postdoctoral work at Yale Medical School. He has been a member of the Investment Committee since 2004.
Jack joined Orion Investment Company in 2015 and is a member of the Investment Committee. He earned his B.A. in Accountancy at the University of Notre Dame and his MBA at Saint Louis University. He earned his certificate as a Certified Public Accountant from the Missouri State Board of Accountancy in 1997. Jack started his career at a public accounting firm, before joining an online brokerage firm where he held various leadership positions within the Accounting/Finance and Treasury departments.
Lynn joined Orion in 1991 and presently manages operations at the firm. Before coming to Orion, she worked in the banking industry for eleven years.
Michelle joined Orion in 2015. Prior to joining Orion, Michelle worked for a financial advisory firm.