Aaron Reynolds

Director of Research - Equity at

Orgel Wealth Management LLC

Consumer Services

Finance

Profile

Mr. Aaron S.
Reynolds is a Chief Investment Officer & Principal at Orgel Wealth Management LLC.
He assists the clients through the oversight of investment manager due diligence, portfolio management, and economic research.
He brings over 23 years of industry experience in research and institutional consulting.
Prior to joining Orgel Wealth Management, Mr. Reynolds served as Director of Asset Manager Research at Robert W.
Baird & Co. in Milwaukee.
Mr. Reynolds earned his Bachelor of Arts degree in economics from the University of Wisconsin – Madison and Master of Business Administration degree from the University of Chicago Booth School of Business.
He holds the Chartered Financial Analyst designation and the Chartered Alternative Investment Analyst designation.

Aaron Reynolds active positions

Companies	Position	Start
Orgel Wealth Management LLC Orgel Wealth Management LLC Investment ManagersFinance OWM’s investment philosophy is based on their belief that a disciplined approach to asset allocation is essential to long-term portfolio growth and the mitigation of downside risk. The firm uses a combination of fundamental and technical analysis when evaluating investment opportunities. They develop a strategic asset allocation framework based on each client’s investment objectives, risk tolerance, and time horizon to determine an overall asset allocation. Their portfolio consists mainly of mutual funds, exchange-traded funds, and individual stocks and bonds, but may also include privately placed investments, such as private debt, private equity, hedge funds, and real estate investment trusts.	Director of Research - Equity	01/05/2015

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Private companies	3
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Orgel Wealth Management LLC Orgel Wealth Management LLC Investment ManagersFinance OWM’s investment philosophy is based on their belief that a disciplined approach to asset allocation is essential to long-term portfolio growth and the mitigation of downside risk. The firm uses a combination of fundamental and technical analysis when evaluating investment opportunities. They develop a strategic asset allocation framework based on each client’s investment objectives, risk tolerance, and time horizon to determine an overall asset allocation. Their portfolio consists mainly of mutual funds, exchange-traded funds, and individual stocks and bonds, but may also include privately placed investments, such as private debt, private equity, hedge funds, and real estate investment trusts.	Finance