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Orion s Chief Marketing Officer Departs Firm After nearly four years at the firm, Kelly Waltrich is leaving Orion and hinting at her own entrepreneurial endeavors.
After nearly four years of heading up marketing, Orion’s Chief Marketing Officer Kelly Waltrich has left her role at the wealthtech firm. In confirming her departure from the company, Waltrich said that under her leadership, the marketing group at Orion had grown from one individual to a team of 38, and that she had helped open the firm’s Philadelphia office. She said she would continue to serve on the advisory board of content management engine provider Vestorly, a role she began in January.
Meghan McCartan Takes Top Marketing Role at Hightower The new head of marketing has taken over the responsibilities of former boss Abby Salameh, with plans to bring the growing marketing and advisor engagement teams closer together.
Meghan McCartan has stepped into her new role at Hightower as managing director and head of marketing, reporting to Chief Growth Officer Scott Holsopple. McCartan said she has plans to continue to focus the marketing department on advisor growth, which currently accounts for about 75% of her team’s efforts, and collaborate more with Hightower’s advisor engagement team, which helps advisors leverage the tools and resources the firm offers.