People

Daniel Applegarth

Daniel Applegarth

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Daniel Applegarth is the Chief Financial Officer of Orion Advisor Solutions, a premier portfolio accounting service provider for advisors. Daniel is responsible for the financial operations of Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Brinker Capital Investments. Prior to joining Orion, he worked as an Auditor for Ernst & Young in Seattle, where he obtained his Certified Public Accountant license. He was also Chief Financial Officer of Gemini Fund Services. Daniel graduated from Brigham Young University with a Bachelor's Degree in Accounting, and later received his MBA at the University of Nebraska - Omaha.

Professional Experience


Academic History

Daniel Applegarth's Education

  • MBA - Business Management, University of Nebraska - Omaha

  • Associate's Accounting, Brigham Young University