Orion Trading, With Confidence
Get the expertise needed to successfully manage client portfolios on Orion Trading
Owner | Kopsa Solutions
James is a personal finance and trading technology enthusiast who is driven by a desire to see others succeed as financial stewards. Through his work with Kopsa Solutions, James empowers independent advisors and RIAs to get the most from technology their clients are unlikely to ever see, but depend on greatly to reach financial goals.
Prior to starting Kopsa Solutions, James began his career at Orion Advisor Technology where he supported leading advisory businesses in their use of the Eclipse trading platform. He then joined Commonwealth Financial Network to lead adoption of Orion Trading tech for the PPS Select program and affiliated advisor offices.
When the workday is done, you will find James making memories with his wife, Susanna, and their four children.
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At Kopsa Solutions, our mission is to simplify the complex world of trading systems for financial advisors. We help RIAs and breakaway advisors confidently implement and manage Orion platforms — especially Eclipse — with clarity, strategy, and long-term support.
Ready to make Orion trading technology work for you?
Let’s talk about how Kopsa Solutions can support your team.
