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New Wealth Management Firm Lands In Wisconsin
Eliane Chavagnon
23 October 2013
Long-time financial advisor Mark Orgel has launched , an employee-owned, independent investment advisory
firm based in Altoona, WI. The new firm will serve individual investors, trusts, foundations,
retirement plans and corporations. It has $4 billion in assets and has selected
BNY Mellon’s Pershing Advisor Solutions for all its custody and clearing
services. Team members includes specialists in the areas of wealth management, retirement
plan consulting, mergers and acquisitions/business consulting, and financial
planning, the firm said. According to FINRA records, Orgel previously worked at RBC Capital Markets.