17605 Wright Street
Omaha, NE 68130
Brinker Capital Investments
- Phone: (888) 455-4244
- Phone: (402) 493-3313
- Fax: (402) 493-2811
17605 Wright Street
Omaha, NE 68130
Rusty Vanneman serves as the Chief Investment Officer for Orion Advisor Solutions. An industry veteran with more than 30 years of investment philosophy, process, and personnel. Rusty chairs both Orion’s Investment Committee and Asset Allocation Committee.
Rusty also creates relevant market-and platform-related content that supports deeper, more engaging conversations with advisors and investors, educating key internal and external audiences on Orion Portfolio Solutions’ strategies and resources to help deliver favorable investor outcomes, and helps identify new investment offerings to meet growing marketplace demand.
Rusty is a host of Orion’s The Weighing Machine podcast and authored the book “Higher Calling: A Guide to Helping Investors Achieve Their Goals.” Rusty has also managed multiple mutual funds and hedge funds during his career and was named one of the Top 10 Portfolio Managers to Watch by Money Management Executive in 2017.
Previously, Rusty was the President and Chief Investment Officer of CLS Investments. Before joining Orion in 2012, Rusty served as the Chief Investment Officer and Managing Director for a multi-billion RIA in the greater Boston area. His 11-year tenure at the RIA included a five-year span when the firm was owned by E*TRADE Financial where he also served as the Senior Market Strategist for E*TRADE Capital. Prior, Rusty was a Senior Analyst at Fidelity Management and Research in Boston.
Rusty received his Bachelor of Science in Management from Babson College in Wellesley, Massachusetts where he graduated with high distinction. He holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. He is also a Chartered Technician® (CMT) and is a member of the Market Technician’s Association (MTA). Rusty is also a Behavioral Finance Advisor (BFA).
Nick manages portfolios for Orion where he conducts individual equity as well as manager research and analysis. He also serves as a portfolio manager for the State 529 Plans that Orion has purview over. He has previously served as a due diligence specialist for Orion specializing in alternative strategies, as well as a research analyst for CorePlus, AdvisorOne mutual funds, State 529 Plans, and the Biotech direct indexing strategy.
Prior to joining Orion, Nick worked at WealthPlan Group where he served as a senior research analyst and portfolio manager for the advisor base, managing over $2B invested in a combination of concentrated stock portfolios, and risk-based models. Morningstar awarded the Dividend Aristocrat Stock SMA that he managed a five star rating. In addition, all portfolios under his management accrued higher star ratings compared to their rating when he took over.
Nick holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute and Nebraska CFA society. Nick received a Bachelor’s of Arts in Neuroscience from Amherst College, where he was also captain of their Track and Field team.
Francisco Rodriguez is an investment analyst at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. In this role, Francisco has portfolio management and research duties for a suite of Brinker Capital ETF strategies. Francisco is involved in all aspects of the investment process for these multi-asset and asset class focused models, including asset allocation, portfolio construction, ETF research, and due diligence.
Prior to assuming his current role, Francisco worked extensively in Brinker’s and CLS investments capital markets group, where he was the head trader. In this role, he led the trading group in market executions and all trading aspects. Prior to joining Brinker Capital Investments, a brand entity of Orion Advisor Solutions in 2019, Francisco was a derivatives trader at TD Ameritrade. He has over 6 years of industry experience.
Francisco graduated from the University of Nebraska-Kearney with a Bachelor’s of Science in Business Administration with a dual focus in accounting and finance.
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Important Risk Information
State Street Global Advisors (SSGA) is now State Street Investment Management. Please click here for more information.
Investing involves risk including the risk of loss of principal.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.
The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.
Distributor: ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.
Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.ssga.com. Read it carefully.
None of State Street Corporation, State Street Global Advisors, SSGA Funds Management, Inc. or any of their affiliates or subsidiaries (“State Street”) are affiliated with VettaFi ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with VettaFi ETF Strategist, including arrangements relating to SPDR® ETFs. State Street does not endorse VettaFi ETF Strategist and disclaims any liability associated with VettaFi ETF Strategist.
All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
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Not FDIC Insured – No Bank Guarantee – May Lose Value
5491895.4.1.AM.RTL
SPD004323
Expiration: 11/30/2026
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