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Orin Winick

Owner and National Director of Investment Advisory

Aspiriant

United States, California, Los Angeles

About Me

As the National Director of Investment Advisory, Orin leads Aspiriant’s focus on growth throughout the country. In this role, he manages various teams that execute on a strategic plan that helps define Aspiriant as one of the largest independent investment firms in America. He joined Aspiriant in 2014 as a Director, working with entrepreneurs and business owners on their personal balance sheets as part of the family office team. While serving clients is still his passion, in 2016 he was asked to focus his time on building the future of the firm on a national level. In this role, Orin communicates with every Aspiriant office in the country, leading initiatives and sharing best practices, w

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Profile Information

Owner and National Director of Investment Advisory

Aspiriant

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Los Angeles

California

United States

Jul 28, 2024

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