Sam Murty
Membre du Comité d'Investissement chez Orgel Wealth Management LLC
Profil
Mr. Samir A.
Murty, CFA, is a Senior Relationship Manager & Principal at Orgel Wealth Management LLC.
He has over 24 years of wealth management experience.
In addition to serving individuals, Mr. Murty leads the Firm’s foundation and endowment practice.
He begun his career as an institutional consultant at a Minnesota-based institutional investment consulting firm.
Mr. Murty earned his Bachelor of Arts degrees in economics and history from the University of Wisconsin –Madison, graduating with high honors.
He holds the Chartered Financial Analyst designation.
Postes actifs de Sam Murty
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 01/10/2013 |
Formation de Sam Murty
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
