Industry Start Date: 2012
KAR Start Date: November 2022
Education: M.B.A., UCLA Anderson School of Management, 2020
B.A., Economics, UCLA, 2012
Credentials: CFA (Chartered Financial Analyst designation), Series 7, Series 63
Prior to Joining KAR:
Prior to joining KAR, Oren was an Associate Portfolio Manager at City National Rochdale where he was responsible for managing $1 billion in assets under management for high-net-worth individuals and their families, foundations, and trusts. Oren specialized in portfolio construction designed to fit clients’ personalized risk-return profiles. He managed trading, asset allocation decisions, and portfolio re-balancing of diversified equities, fixed income, and alternatives investments.
What Do You Enjoy Most About Your Job:
Oren enjoys developing close and personal relationships with his clients. He believes that he is contributing positively to clients’ lives by managing and advising on their wealth. He spends a tremendous amount of time and effort to understand what clients are trying to accomplish, and then ensures he and his team are managing and monitoring those goals.
What Do You Enjoy Most About Working at KARWA:
Oren loves working with so many talented individuals. He feels the team is thoughtful, collaborative, and extremely intelligent. KAR prides itself on always doing what is right for the client!
What Are You Involved in Outside of Work:
Outside of work, Oren enjoys spending time outdoors hiking and camping. He is an avid soccer fan and supports Real Madrid FC. He stays active playing soccer on a weekly basis and loves traveling with his wife Shantelle and their son Liran.
How Does KARWA Approach Wealth Management Differently?
KARWA truly takes a holistic approach when managing wealth for our clients by taking the time to understand clients’ specific goals and objective.
What Do You Hope to Achieve For Your Clients?
I hope to provide my clients with peace of mind, knowing that someone is advocating for their best interest and is caring for their financial health.