Publications

Orion welcomes industry executive Yi‑Ching Wu to lead wealth management product and platform strategy
People - MAY 12, 2026

To read this full article you need to be subscribed to Newsline.

Sign in Sign up for a FREE subscription

Orion welcomes industry executive Yi‑Ching Wu to lead wealth management product and platform strategy

by Released

Orion has announced that Yi‑Ching Wu has joined the company as executive vice president of wealth management product and platform. In this role, Wu will lead initiatives that support Orion Wealth Management’s continued growth and advisor adoption.

With increasing demand from advisers for more integrated, scalable wealth management solutions, Wu will focus on advancing and unifying Orion’s investment product offerings and platform capabilities to help advisors deliver more personalized outcomes while improving efficiency and scale.

Wu brings more than 20 years of experience leading investment product and platform strategy across wealth and asset management organizations. Prior to joining Orion, she served in a senior leadership position at AssetMark, where she oversaw proprietary and third‑party investment platforms and drove growth through product innovation, pricing optimization and strategic partnerships.

Earlier in her career, Wu held product developm

Forgot your username or password?