Follow Orion Advisory, LLC


6000 Fairview Road
Suite 1200
Charlotte, NC 28210

Our Clients

Orion Advisory, LLC partners with the CEO, COO or senior executive level strategy or change champions within the organization who want permanent organizational transformation to a high performance, continuous improvement culture by providing a framework for identifying and strengthening weaknesses in the organization’s management infrastructure, enabling the organization to deliver flawlessly on business commitments year after year, guaranteed! Clients we have worked with include:

Charlotte, NC

Carolinas HealthCare System

Carolinas HealthCare System, one of the nation's leading and most innovative healthcare organizations, which provides a full spectrum of healthcare and wellness programs throughout North and South Carolina. CHS is dedicated offering a full spectrum of health care services and excellent patient care. They received their thirteenth Consumer Choice Award in 2010-2011, a designation based on consumer preference that recognizes hospitals that provide high quality healthcare services.

Cleveland, OH

Cleveland Clinic

The Cleveland Clinic is a not for profit, multispecialty academic medical center that integrates clinical and hospital care with research and education. With a mission to always put patients first, the Cleveland Clinic is recognized as one of the nation's top hospitals.

Cleveland Clinic facilities can be found throughout Northeast Ohio, as well as around the country and world including Florida, Canada, and Abu Dhabi in the United Arab Emirates.

Northfield, IL

College of American Pathologists Foundation

The College of American Pathologists Foundation, is the leading philanthropic organization for pathologists. The CAP Foundation champions patient-centered and humanitarian roles for pathologists. The Foundation strives to connect people, especially those in need, to the specialized, lifesaving skills of pathologists. The Foundation is the philanthropic arm of the College of American Pathologists.

New York, NY

Federal Reserve Bank of New York

The Federal Reserve Bank of New York plays a leadership role in monetary policy, financial supervision, and the payment system of the United States of America. The New York Fed is one of 12 regional Reserve Banks that together make up the Federal Reserve System.

Employing approximately 3,000 people, the New York Fed believes in strong competition, advanced technology, and quality services in order to manage the transforming U.S. and global economy.

Stamform, CT

GE Capital, Inc

With nearly $600 billion in assets, GE Capital is a leading financier for businesses across the globe. With operations in over 50-countries and servicing millions of customers, GE Capital brings the knowledge of GE to its customers.

Glenview, IL

International Transplant Nurses Society

Founded in 1992, ITNS is the first professional nursing organization to focus on the professional growth and clinical practice excellence of transplant nurses. ITNS has members in over 30-countries around the world.

ITNS is committed to the promotion of excellence in clinical transplant nursing by providing educational and professional growth opportunities, interdisciplinary networking and collaborative activities and transplant nursing research.

New York, NY

JP Morgan Chase

Client: EVP

A leading global financial services firm with assets of over $2 trillion and operations in more than 60 countries, JP Morgan Chase is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity.

Under the JP Morgan, Chase, and Bank One brands, the firm serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients.

Cleveland, OH

KeyBank Inc

KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $89 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and internationally.

Columbus, OH

Nationwide Financial Services

Nationwide Financial Services is a component of the long-standing Fortune 500 company Nationwide. Nationwide Financial Services aims to safeguard its clients’ investments and help them plan for the future.

Tacoma, WA

Russell Investments

Russell Investments is well-known for its global indexes, including the Russell 2000 Index. Beyond the index, Russell aims to provide financial security to institutional investors and individuals with over 8,000 products.

Headquartered in Tacoma, Washington, Russell provides services in the world's major financial centers with offices in London, Paris, Amsterdam, Johannesburg, Sydney, Melbourne, Auckland, Singapore, Seoul, Tokyo, Toronto, San Francisco and New York.

Abu Dhabi, UAE

Sheikh Khalifa Medical City

Sheikh Khalifa Medical City (SKMC) is a Joint Commission International accredited organization located in Abu Dhabi, United Arab Emirates. SKMC serves as the flagship institution of for SEHA, the Abu Dhabi Health Services Company and is managed by the Cleveland Clinic. SKMC is governed by its commitment to practice modern medicine to the same high standards as the best medical facilities in the world. SKMC caters its comprehensive health care services to the needs and priorities of the Abu Dhabi community.

Mt. Royal, NJ

Society for Cardiovascular Magnetic Resonance

The Society for Cardiovascular Magnetic Resonance (SCMR) is a leading international representative and advocate for all physicians, scientists, and technologists working in CMR to improve patient outcomes through excellence in education, training, standards, research and development.

San Francisco, CA

Wells Fargo

Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and 12,000 ATMs. One in three households in America does business with Wells Fargo. The company has $1.3 trillion in assets and more than 270,000 team members across its 80+ businesses.