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Aaron Reynolds - Chief Investment Officer, Principal

Aaron Reynolds

Chief Investment Officer, Principal,  CFA,  CAIA,  CFP®MBA

Aaron serves as Chief Investment Officer at Orgel Wealth Management, assisting our clients through the oversight of investment manager due diligence, portfolio management, and economic research. He brings over 22 years of industry experience in research and institutional consulting. Prior to joining Orgel Wealth Management, Aaron served as Director of Asset Manager Research at Robert W. Baird & Co. in Milwaukee.

Aaron 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. Aaron holds the Chartered Financial Analyst® designation, the Chartered Alternative Investment Analyst designation, and the CERTIFIED FINANCIAL PLANNER certification.

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