People Moves

New CEO Is Named At CLS Investments, Parent Firm Adds National Team

Eliane Chavagnon Editor September 15, 2016

New CEO Is Named At CLS Investments, Parent Firm Adds National Team

The former CEO of CLS Investments is moving into a new role leading national accounts and marketing for NorthStar Financial Services Group, the parent company of CLS.

NorthStar Financial Services Group has added a national accounts team to support the firm’s growth in assets and relationships among its subsidiaries, including The Gemini Companies, Orion Advisor Services and CLS Investments.

The teams will be led by Todd Clarke, formerly chief executive at CLS. Ryan Beach, formerly president of CLS, has taken the CEO reins from Clarke.

Omaha, NE-based NorthStar said it has grown by approximately 61 per cent in AuM and has added 133 employees collectively among its subsidiaries since January 2015.  

In April 2015, the company announced its acquisition by the global private equity firm TA Associates.

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