Ben Kanz

Investment Committee Member at Orgel Wealth Management LLC

Consumer Services

Finance

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	2013-09-30

All active positions of Ben Kanz

Training of Ben Kanz

University of St. Thomas	Undergraduate Degree
The Curtis L. Carlson School of Management	Masters Business Admin

Experiences
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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