CoverProfile

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

More profiles to browse

Profile Photo
Jonathan P. Ippel
Principal and Relationship Manager
EN
Evan Nelson
Principal, Senior Relationship Manager
SM
Samir Murty
Senior Relationship Manager, Principal
GP
Geoff Probst
Principal, Relationship Manager

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
RD
Russ Degitz
Principal
Huntington University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
DH
Dennis Hanson
Principal
Jamison Hanson