Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management
· Orion's The Weighing Machine
Guest:Bill Wostoupal
This week, Rusty and Robyn are joined by Bill Wostoupal, EVP of OCIO at Orion. Bill is the EVP, of Orion OCIO. He is responsible for the coordination and execution of Orion's vision to offer custom indexing, and other outsourced services, to our prospective and existing investment advisory customer base.
Key Takeaways