Donna Jean Murr

Portfolio Manager-Equities at Orgel Wealth Management LLC

Finance

Consumer Services

Profile

Ms. Donna J.
Murr is a Senior Relationship Manager & Principal at Orgel Wealth Management LLC.
She leads the Firm’s comprehensive financial planning team.
Ms. Murr provides investment portfolio management and personalized financial and tax planning services to our clients.
She has over 38 years of experience in financial, retirement, estate, college saving and tax planning.
Prior to joining Orgel Wealth Management, Ms. Murr served as a senior wealth advisor for a national wealth advisory firm and as a tax manager.
She earned her Bachelor of Business Administration degree in accounting from The University of Wisconsin – Eau Claire, graduating with honors.

Donna Jean Murr active positions

Companies	Position	Start
Orgel Wealth Management LLC Orgel Wealth Management LLC Investment ManagersFinance Orgel Wealth Management LLC (OWM) is an independent, SEC-registered investment advisor headquartered in Altoona, Wisconsin. The firm was founded by Mark Orgel in 2013. OWM provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.	Portfolio Manager-Equities	01/08/2014

All active positions of Donna Jean Murr

Training of Donna Jean Murr

University of Wisconsin-Eau Claire

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Donna Jean Murr's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	1
Orgel Wealth Management LLC Orgel Wealth Management LLC Investment ManagersFinance Orgel Wealth Management LLC (OWM) is an independent, SEC-registered investment advisor headquartered in Altoona, Wisconsin. The firm was founded by Mark Orgel in 2013. OWM provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.	Finance