![Ben Kanz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ben Kanz
Membre du Comité d'Investissement chez
Orgel Wealth Management LLC
Profil
Mr. Benjamin J.
Kanz, CFA MBA, is a Senior Relationship Manager & Principal at Orgel Wealth Management LLC.
He has over 26 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.
Postes actifs de Ben Kanz
| Sociétés | Poste | Début |
|---|---|---|
Orgel Wealth Management LLC
 Orgel Wealth Management LLC Investment ManagersFinance OWM’s investment philosophy is based on their belief that a disciplined approach to asset allocation is essential to long-term portfolio growth and the mitigation of downside risk. The firm uses a combination of fundamental and technical analysis when evaluating investment opportunities. They develop a strategic asset allocation framework based on each client’s investment objectives, risk tolerance, and time horizon to determine an overall asset allocation. Their portfolio consists mainly of mutual funds, exchange-traded funds, and individual stocks and bonds, but may also include privately placed investments, such as private debt, private equity, hedge funds, and real estate investment trusts. | Membre du Comité d'Investissement | 01/10/2013 |
Formation de Ben Kanz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
62
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Orgel Wealth Management LLC
Orgel Wealth Management LLC Investment ManagersFinance OWM’s investment philosophy is based on their belief that a disciplined approach to asset allocation is essential to long-term portfolio growth and the mitigation of downside risk. The firm uses a combination of fundamental and technical analysis when evaluating investment opportunities. They develop a strategic asset allocation framework based on each client’s investment objectives, risk tolerance, and time horizon to determine an overall asset allocation. Their portfolio consists mainly of mutual funds, exchange-traded funds, and individual stocks and bonds, but may also include privately placed investments, such as private debt, private equity, hedge funds, and real estate investment trusts. | Finance |
The Curtis L. Carlson School of Management
 The Curtis L. Carlson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
