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Maureen Orlando

Partnering with Investment Advisors to Increase Client-Retention Rates While Putting Their Back Office Tasks on Autopilot Using Our Proprietary Asset Scale™ Model | President of MTO Financial Services

Maureen Orlando is the President of MTO Financial Services, a position she has held since May 2018.14 With over 30 years of experience in backoffice investment operations, she leads a company that specializes in providing high-level financial services and cost-effective technology solutions.3

Prior to her current role, Orlando served as Managing Director/Chief of Operations at Chesapeake Asset Management, LLC for 20 years and 3 months.1 During her tenure there, she demonstrated expertise in operational leadership, program and system innovation, trading support, and management of hedge fund operations.

Orlando's professional background includes:

  • Automating trading processes and implementing new systems, resulting in significant cost savings1
  • Developing client relationships and providing detailed portfolio analysis1
  • Establishing and managing hedge funds1
  • Ensuring compliance with SEC, FINRA, and IRS regulations1

She holds a Bachelor of Business Administration in Marketing from Saint Bonaventure University and previously held Series 7 and 63 licenses.1 Orlando's LinkedIn profile emphasizes her focus on attracting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.1

At MTO Financial Services, Orlando takes pride in building and maintaining strong client relationships, offering personalized service in contrast to outsourced operations.2 The company provides financial reporting, daily operations support, and leverages advanced technology to guide clients through their financial reports and operations.2

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Maureen Orlando
Maureen Orlando, photo 1
Maureen Orlando, photo 2
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Location

New York City Metropolitan Area