Ben Kanz
Investment Committee Member at Orgel Wealth Management LLC
Profile
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.
Ben Kanz active positions
Companies | Position | Start |
---|---|---|
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. | Investment Committee Member | 30/09/2013 |
Training of Ben Kanz
University of St. Thomas | Undergraduate Degree |
The Curtis L. Carlson School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
- Stock Market
- Insiders
- Ben Kanz