Bob Conchiglia

Bob Conchiglia, CIPM, serves as Senior Vice President of Solutions Consulting at Orion Advisor Solutions, where he leads the firm’s Solutions Consulting practice—guiding strategic conversations, solution design, and platform evaluation for Orion’s clients and prospects. With a career spanning nearly three decades in fintech and investment management, Bob brings deep expertise in helping advisory firms align technology with growth, efficiency, and an exceptional client experience.

Prior to joining Orion, Bob was the Chief Revenue Officer at Summit Wealth Systems, where he played a pivotal role in defining the firm’s go-to-market and client-engagement strategy before its integration into Orion. Before that, he founded Bennick Capital Partners, an independent advisory firm focused on innovative investment strategies and performance measurement.

Bob’s earlier career includes more than 14 years at SS&C Advent, where as Vice President of Advisory Sales he partnered with leading wealth management and asset management firms to modernize their technology ecosystems. He began his career at Mellon Financial and later Russell/Mellon Analytical Services, developing a foundation in operations, analytics, and client relationship management that continues to inform his consultative approach today.

A graduate of Bentley University with a degree in Finance and Economics, Bob also holds the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute and has earned the CFA Institute Professional Learning 5-Year Milestone recognition. Outside of work, Bob is driven by the same sense of purpose he brings to his clients—helping others create abundance. A proud dad and lifelong innovator, he enjoys spending time with family, exploring new ideas in financial technology, and empowering advisors and investors to achieve more through data-driven insight and collaboration.