2020 AdvisorHub Industry in Transition Speaker: Rusty Vanneman, CFA®, CMT®
Rusty Vanneman, CFA®, CMT®
Rusty Vanneman serves as chief investment officer for Orion Advisor Solutions (Orion). In his role, he oversees the investment strategies from Orion’s three divisions, Orion Advisor Technology, Orion Portfolio Solutions, and CLS Investments. Vanneman’s prior professional experience consists of serving as President and Chief Investment Officer of CLS Investments. Vanneman holds a Chartered Financial Analyst (CFA) designation and is a Chartered Market Technician (CMT). He is a member of the CFA Institute and the Market Technician’s Association (MTA). Vanneman also wrote the book, “Higher Calling; A Guide to Helping Investors Achieve Their Goals” and was named one of the Top 10 Portfolio Managers to Watch by Money Management Executive in 20173.