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Steve Orta

Senior Vice President/Managing Director | Administration 

Contact Information

900 S Capital of TX Hwy, Ste. 350 | Austin, TX 78746
Phone: 512-600-5389 | Fax: 737-704-0460

Background

Steve Orta is the Managing Director of Business Development and Partner, TCG Group Holdings LLP. He is responsible for overseeing TCG’s Institutional sales division. This Includes maintaining, growing and obtaining new business for Healthcare Consulting,  Investment advisory and Retirement plan services in Texas and nationwide. 

Before joining TCG, Steve was the Director of Sales at First Public, LLC/TASB for 13 years. He has over 25 years of financial services industry experience, including financial management, business development, investments, trading, sales, and Employee Benefits.. Before joining First Public/TASB, Steve worked for E*TRADE securities managing the fixed income trading desk in New York City and Washington DC. Steve also worked as a mutual fund supervisor for Franklin Templeton Funds in California. Steve earned a Bachelor of Science in Managerial Economics from the University of California, Davis and served in the US Marine Corps. Steve currently holds several Broker/Dealer licenses and General Health, and Life Insurance License. 

 

Areas of Focus

  • Business Leadership
  • Business Development
  • State & Local Government Sales
  • Institutional Investments
  • Investment Banking
  • Retirement Plans
  • Insurance Benefits
  • Client Relationship Management
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.
 
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

*Some of the services listed above may be provided outside of HUB International and its affiliates.

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DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.