Ben Kanz

Investment Committee Member at

Orgel Wealth Management LLC

Consumer Services

Finance

Profile

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.

Ben Kanz active positions

Companies	Position	Start
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.	Investment Committee Member	2013-09-30

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Linked companies

Private companies	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

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