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Ben Kanz

Senior Relationship Manager, Principal

Orgel Wealth Management

United States, Wisconsin, Eau Claire

About Me

Ben serves as Managing Director at Orgel Wealth Management. He has over 24 years of industry experience, providing portfolio design, investment research, and relationship management for individuals and businesses. Ben previously served as an investment portfolio manager for U.S. Bancorp. Ben 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.

Profile Information

Senior Relationship Manager, Principal

Orgel Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Eau Claire

Wisconsin

United States

Sep 5, 2024

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