Mark Alan Orgel
Chief Executive Officer at Orgel Wealth Management LLC
Mark Alan Orgel active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Executive Officer | 01/10/2013 | - |
Chairman | 01/10/2013 | - | |
Founder | 01/10/2013 | - | |
Investment Committee Member | 01/10/2013 | - | |
Heartland Equity Management LLC
Heartland Equity Management LLC Investment ManagersFinance Heartland Equity Management LLC (Heartland Equity Partners) is a private equity firm founded in 2014. The firm is headquartered in Brooklyn, Minnesota. | Corporate Officer/Principal | - | - |
Career history of Mark Alan Orgel
Training of Mark Alan Orgel
Bethel University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Chief Executive Officer | 1 |
Chairman | 1 |
Founder | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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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 |
Heartland Equity Management LLC
Heartland Equity Management LLC Investment ManagersFinance Heartland Equity Management LLC (Heartland Equity Partners) is a private equity firm founded in 2014. The firm is headquartered in Brooklyn, Minnesota. | Finance |
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