Samir serves as a Senior Relationship Manager at Orgel Wealth Management and has over 24 years of wealth management experience. In addition to serving individuals, Samir leads the Firm’s foundation and endowment practice, having begun his career as an institutional consultant at a Minnesota-based institutional investment consulting firm. Samir earned his Bachelor of Arts degree in economics and history from the University of Wisconsin – Madison, graduating with high honors. He holds the Chartered Financial Analyst ® designation. Samir is a member of the Eau Claire Confluence Council Board, which oversees the Pablo Center at the Confluence.