Mcbee Nmn Butcher

Employer firm

Orion Portfolio Solutions, LLC CRD 107975

$64.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 11/2023
  Sei Investments Company
  Oaks, PA
• 07/2024 → Present
  Orion Portfolio Solutions
  Omaha, NE
• 11/2023 → 07/2024
  Unemployed
  Wayne, PA

Previous Registrations

• 2013-07-12 → 2023-11-08
  Sei Investments Management Corp
  Oaks, PA
• 2010-04-05 → 2012-06-06
  Drexel Morgan & Co.
  Radnor, PA
• 2009-03-11 → 2009-12-07
  Locust Capital Management Llc
  Philadelphia, PA

Other Businesses

OBA1: Philadelphia Association of Zeta Psi Board Member and Investment Committee Chair 0.5 Hours/Month Investment Related No compensation OBA2: EMB Trust, 1972 Trustee of small family Trust created in 1972 Trustee 1.5hours Non Investment Related Compensation - $10k per year

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-10
• S63 Uniform Securities Agent State Law Examination
  2003-11-18

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Mac Butcher
• Jr Mcbee Butcher
• Mcbee Butcher
• Mcbee Nmn Butcher
• Mcbee Nmn Butcher
• Mcbee Butcher