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Samir A. Murty

Senior Relationship Manager, Principal,  CFA

Sam serves as a Senior Relationship Manager at Orgel Wealth Management and has over 21 years of wealth management experience. In addition to serving individuals, Sam leads the Firm’s foundation and endowment practice, having begun his career as an institutional consultant at a Minnesota-based institutional investment consulting firm.

Sam earned his Bachelor of Arts degrees in economics and history from the University of Wisconsin –Madison, graduating with high honors. He holds the Chartered Financial Analyst® designation. Sam is a member of the Eau Claire Confluence Council Board, which oversees the Pablo Center at the Confluence.