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Samir Murty, CFA

Samir Murty, CFA

Consulting Associate

Followers of Samir Murty, CFA458 followers
location of Samir Murty, CFAAltoona, Wisconsin, United States

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  • Timeline

  • About me

    Senior Relationship Manager at ORGEL WEALTH MANAGEMENT, LLC

  • Education

    • University of Wisconsin-Madison

      1996 - 1999
      Bachelor of Arts (BA) Economics and History with Honors

  • Experience

    • Jeffrey Slocum & Associates, Inc.

      Jul 1999 - May 2004
      Consulting Associate

    • ORGEL WEALTH MANAGEMENT, LLC

      May 2004 - now
      Senior Relationship Manager

      Orgel Wealth Management is an independent SEC-registered investment advisory firm that 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. Services primarily include investment management, financial planning, and retirement plan consulting.

  • Licenses & Certifications