![Aaron Reynolds](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Aaron Reynolds
Direktor der Forschung - Eigenkapital bei
Orgel Wealth Management LLC
Profil
Mr. Aaron S.
Reynolds is a Chief Investment Officer & Principal at Orgel Wealth Management LLC.
He assists the clients through the oversight of investment manager due diligence, portfolio management, and economic research.
He brings over 23 years of industry experience in research and institutional consulting.
Prior to joining Orgel Wealth Management, Mr. Reynolds served as Director of Asset Manager Research at Robert W.
Baird & Co. in Milwaukee.
Mr. Reynolds earned his Bachelor of Arts degree in economics from the University of Wisconsin – Madison and Master of Business Administration degree from the University of Chicago Booth School of Business.
He holds the Chartered Financial Analyst designation and the Chartered Alternative Investment Analyst designation.
Aktive Positionen von Aaron Reynolds
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Direktor der Forschung - Eigenkapital | 01.05.2015 |
Ausbildung von Aaron Reynolds
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
10
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago Booth School of Business
 The University of Chicago Booth School of Business 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 |
