![Mark Alan Orgel](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>)
Mark Alan Orgel
Directeur Général chez
Orgel Wealth Management LLC
Profil
Mark Alan Orgel is the founder of Orgel Wealth Management LLC, holding the title of Chairman & Principal since 2013.
Mr. Orgel is currently a Principal at Heartland Equity Management LLC.
Education includes an undergraduate degree from Bethel University.
Postes actifs de Mark Alan Orgel
| 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. | Directeur Général | 01/10/2013 |
Heartland Equity Management LLC
 Heartland Equity Management LLC Investment ManagersFinance Heartland Equity Partners invests in companies located in the United States primarily in Midwest with focus on Wisconsin, Minnesota, and Iowa with revenues of USD 5 - 30 million. The firm targets companies operating in the fields of manufacturing, value-added distribution and business services. It provides financing for buyout, growth-stage, acquisitions, divestitures, and recapitalization capital requirements. It also makes majority investments. | Corporate Officer/Principal | - |
Formation de Mark Alan Orgel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bethel University
 Bethel University 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 |
Heartland Equity Management LLC
Heartland Equity Management LLC Investment ManagersFinance Heartland Equity Partners invests in companies located in the United States primarily in Midwest with focus on Wisconsin, Minnesota, and Iowa with revenues of USD 5 - 30 million. The firm targets companies operating in the fields of manufacturing, value-added distribution and business services. It provides financing for buyout, growth-stage, acquisitions, divestitures, and recapitalization capital requirements. It also makes majority investments. | Finance |
