Ben Kanz
Lid van de Investeringscommissie bij Orgel Wealth Management LLC
Profiel
Mr. Benjamin J.
Kanz, CFA MBA, is a Managing Director & Principal at Orgel Wealth Management LLC.
He has over 24 years of industry experience, providing portfolio design, investment research, and relationship management for individuals and businesses.
He previously served as an investment portfolio manager for U.S.
Bancorp.
He earned his Bachelor of Arts degree in finance from the University of St. Thomas and Master of Business Administration degree from the Carlson School of Management at the University of Minnesota – Twin Cities.
Ben holds the Chartered Financial Analyst designation.
Actieve functies van Ben Kanz
| Bedrijven | Functie | Begin |
|---|---|---|
Orgel Wealth Management LLC
 Orgel Wealth Management LLC Investment ManagersFinance Orgel Wealth Management LLC (OWM) is an independent, SEC-registered investment advisor headquartered in Altoona, Wisconsin. The firm was founded by Mark Orgel in 2013. OWM provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Lid van de Investeringscommissie | 01-10-2013 |
Opleiding van Ben Kanz
| University of St. Thomas | Undergraduate Degree |
| The Curtis L. Carlson School of Management | Masters Business Admin |
Ervaring
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Orgel Wealth Management LLC
Orgel Wealth Management LLC Investment ManagersFinance Orgel Wealth Management LLC (OWM) is an independent, SEC-registered investment advisor headquartered in Altoona, Wisconsin. The firm was founded by Mark Orgel in 2013. OWM provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
