Orin Alan Winick

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.