Donna Murr

Portfolio Manager-Equities at

Orgel Wealth Management LLC

Consumer Services

Finance

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 40 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 Murr 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.	Portfolio Manager-Equities	01/08/2014

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Private companies	2
University of Wisconsin-Eau Claire University of Wisconsin-Eau Claire 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

Private companies