Michael Orr
VP - Manager Research Consultant at Touchstone Investments
- Role
- VP - Manager Research Consultant at Touchstone Investments
- Location
- Beverly, MA, US
- LinkedIn followers
- 500 followers
About Michael Orr
Experienced and highly motivated investment and sales consultant working with home office…
Experience
VP - Manager Research Consultant
Jan 2021 — Present · Boston, MA, US
At Touchstone Investments, I work with more than 15 of our largest partner firms and their home office investment manager research, asset allocation, and discretionary portfolios teams. Through a consultative and collaborative approach, I seek to understand each firm’s unique culture, various platforms, third party investment manager approach and preferences, and model portfolios. This allows me to better understand product needs to best make appropriate recommendations for new sales opportunities as well as provide a high level of service for existing client relationships.
Education
Elon University
Bachelor of Science (BS)
2001 — 2005
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