Benjamin Kanz, CFA, MBAManaging Director, Principal715-858-7745ben.kanz@orgelwealth.com

Ben serves as a member of the firm’s Executive Committee and as a Managing Director with responsibilities including Chief Financial Officer and relationship manager. Ben is also part of the Investment Policy Committee. He has over 18 years of industry experience, including roles in portfolio design, investment research, and relationship management.

Ben earned his Bachelor of Arts degree in finance from the University of St. Thomas and Master of Business Administration degree through the Carlson School of Management from the University of Minnesota-Twin Cities. Ben holds the Chartered Financial Analyst® designation, an accreditation awarded to those exhibiting ethics, integrity, and comprehension of advanced quantitative methodologies and portfolio management.