Natalie Wolfsen
The Catalyst
Ideas with a spark, energy, range and the ability to start things.
Natalie Wolfsen leads Orion as a Catalyst, treating the firm not as a technology vendor but as an agent of industry-wide behavioral change. Her push to reframe wealth management around 'true happiness' and to demolish platform silos signals someone who accelerates transformation rather than administers it.
“Yeah, and eventually, you know, the new generation wants to focus on other things. That said, you know, if you're, as an example, concerned about oil and gas. Well, that's been a great part of the market. And by avoiding that part of the market has consequences for return.”
“I think the work that financial advisors do during corrections, focusing people on their goals versus short-term performance, helping them understand how common or uncommon drawdowns are like this and what typically happens or could happen after, just aligning the portfolio and the performance with what the client's expecting of it, the w…”
“Yeah, so for the investor client, what comes through the portal is their holdings, their connection between the portfolio and the financial plan, a variety of comparisons that advisors can walk through with the investor about how their portfolio, if the advisor is proposing a new portfolio, how the proposed portfolio compares to the portf…”
“He also is a huge voice of the importance of independent advice. And I am too. So we both believe in independent advice. We both believe in powering RIAs and the enterprises that serve them. And we both believe that the more time we can give the advisor back, the better off the advisor and the investor are.”
Masters in Business: “Behavioral Finance and Leadership with Natalie Wolfsen from Orion”
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