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Reed Colley — President of Technology · Orion · San Francisco, California, United States.
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About
I’m passionate about helping people be happy and fulfill their goals. At Summit, we help advisors and their clients focus on an abundance mindset by using modern and innovative technology to keep them on track and moving forward.
I've founded, invested in and advised multiple technology companies, including Black Diamond Performance Reporting, the first true cloud-based portfolio management system, which I started, coded and grew based helping people and now continues as part of SS&C/Advent.
Along the way, I am committed to learning and growing and am excited for the journey ahead.
Experience
CEO, Co Founder
Summit Wealth Systems
Jul 2019 – Present
Education
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