Reed Colley
President of Technology at Orion (Orion Technology) with a long history in wealth management startups, founder of Black Diamond and Summit Wealth Systems, focused on portfolio reporting and AI-native platform strategy.
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Feb 25, 2026 • 35min
Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion
Reed Colley, President of Technology at Orion and founder of Black Diamond and Summit Wealth Systems, explains what being AI-native really means. He talks about unifying advisor workflows into a single pane, Orion’s Denali intelligence layer and its auditable query approach. He covers integration challenges, data governance, and near-term AI-driven product priorities.
