Orin Alan Winick
Portfolio Manager-Aktien bei Aspiriant LLC
Profil
Mr. Orin A.
Winick is a National Director of Investment Advisory at Aspiriant LLC.
In this role, he manages various teams that execute on a strategic plan that helps define Aspiriant as one of the largest independent investment firms in America.
He joined Aspiriant in 2014 as a Director, working with entrepreneurs and business owners on their personal balance sheets as part of the family office team.
While serving clients is still his passion, in 2016 he was asked to focus his time on building the future of the firm on a national level.
In this role, he communicates with every Aspiriant office in the country, leading initiatives and sharing best practices, while engaging with the business community on a national level.
He has over two decades of experience in the financial services industry, serving high net worth individuals, families and foundations.
Prior to joining Aspiriant, Mr. Winick spent four years as a vice president in the Wealth and Investment Management division of Barclays and eight years as a senior advisor at Merrill Lynch.
He received his undergraduate degree from the University of Florida.
Aktive Positionen von Orin Alan Winick
Unternehmen | Position | Beginn |
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Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Portfolio Manager-Aktien | 01.06.2014 |
Ausbildung von Orin Alan Winick
University of Florida | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Unternehmensverbindungen
Private Unternehmen | 1 |
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Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |