Orion Recruits AssetMark’s Yi-Ching Wu to Lead Wealth Platform Integration
- 9 hours ago
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Southall, B. (2026, May 13). Orion headhunts Yi-Ching Wu from AssetMark -- its second attempt in 14 months to fill a crucial role -- 'to put a phone book onto a postage stamp' and weave together its tech and investment businesses. RIABiz.
Orion has hired Yi-Ching Wu, a former AssetMark and Schwab executive, as the new Executive Vice President of Wealth Management Product and Platform.
The hire represents Orion's second attempt in 14 months to fill this critical leadership position following the departure of Michael Mandelos.
Wu is tasked with integrating Orion’s $5.9 trillion in administered assets with its $185 billion turnkey asset management program (TAMP).
This strategic move aims to simplify complex investment data into an intuitive interface for Registered Investment Advisors.
The leadership team at Orion now features several former AssetMark executives, including CEO Natalie Wolfsen and Chairman Charles Goldman.
Orion seeks to capitalize on a growing demand among advisors for "one-stop shopping" that combines technology infrastructure with outsourced investment management.
The firm is making significant investments in AI-native workflows and research to further unify its wealth management capabilities throughout 2026.