Tom W McCarthy
EVP Wealth Management Sales at Orion
Based in Austin, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Austin
Industry
Financial Services
Company size
1.9K
Contact information
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t•••••••@orion.com
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Background
About Tom W McCarthy
Seasoned executive with 20+ years of experience driving growth, transformation, and distribution strategy across the wealth management and fintech ecosystem. Currently EVP of Wealth Management at Orion, leading enterprise consulting, business development, and RIA relationships. Previously built and scaled national sales teams at AssetMark, with a focus on sales enablement, operations, and organic advisor growth. Recognized for guiding organizations through M&A integrations, platform transitions, and enterprise partnerships that accelerate advisor engagement and asset realization. Passionate about empowering firms with innovative go-to-market strategies, strengthening advisor communities, and advancing technology adoption in financial services.
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