US-based Bridgeway Wealth Partners has appointed Jason Orlosky as its new managing director and chief strategist.
The SEC-registered independent wealth management firm in its press statement said that Orlosky will be based in its New York City headquarters.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
In his 15 years long career, Orlosky previously worked at Stifel Nicolaus, Lehman Brothers, and Barclays Capital.
In his previous role, Orlosky said to have managed more $1bn across various strategies and tactical allocations.
Orlosky in his new role will be responsible to develop the firm’s investment products and manage the company’s asset management arm.
Commenting on the appointment, Bridgeway co-founder and chief of asset management Gib Dunham said: “Jason is a terrific addition to our team; he brings an extensive background in asset allocation and capital markets and will help Bridgeway continue to provide clients with unique investment strategies and exceptional service.”
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataOrlosky commented: “I am excited to join such a dynamic firm and am thrilled about their approach to utilising compelling products and strategies.”
The appointment follows Bridgeway Wealth Partners recruiting a $450m advisory team last month.
Run by Charles Pouliot and Brian Burkhart, the team was previously associated with Merrill Lynch.
Bridgeway Wealth Partners offers investment management strategies, insurance products, and direct and alternative investments.
