Advisory

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818.398.3879

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Orin Winick '20 C-Suite Advisor Since 2020

National Director - Investment Advisory | Aspiriant

Biography:

What do you enjoy most about wealth management?

I enjoy working side by side with clients, strategizing a plan to protect their assets and their values for the rest of their life and for generations to come.

What do you love most about being part of Aspiriant?

I love the high attention to detail and the collaborative approach my colleagues take to every relationship.

What professional accomplishments are you most proud of?

As a journalist, I was awarded an Emmy for my work. As an advisor, the awards and rewards are much more personal. I feel honored every day to help ensure that the legacy of our clients is protected and preserved. I have been able to watch clients achieve their dreams, and have seen how these dreams have positively impacted the world.

What quality of yours makes you best suited to what you do?

As a former journalist, I was trained to listen carefully, ask appropriate questions, and to distill complex ideas into short stories. In working with clients, these skills help drive our planning discussions. I believe it’s important to understand someone’s values and experience before implementing solutions. Too many other firms have cookie cutter templates that don’t work for the nuanced situations. We are personal and boutique in our approach to client services.

How should people think about their wealth?

Wealth should liberate us to focus on the things that matter: health, relationships, family, passions, philanthropy, and in some cases starting new chapters.

What do you love to do outside of work?

Family is the most important thing to me. I enjoy spending time with my wife, attending my daughter’s soccer games, and my son’s film festival screenings. I also enjoy being a part of a swim team and traveling.

What would you be doing if you weren’t working for Aspiriant?

That’s a great question, I really enjoy people, so it would involve working with or helping people in some way. I might have gone into psychology, as I have always enjoyed listening and problem solving, and there is a great need there. I might also be working in philanthropy. I have seen various philanthropic initiatives be successful and others not, so I think I could be a great asset to the community in that way.

Education and accreditations:

  • B.S. in Telecommunication, University of Florida

What was the most influential book you’ve read and why?

I come from a family of authors, so there’s a lot of pressure in that question! My uncle, Robert Slater, was a well known business biographer, and Brad Meltzer is a family friend, also my brother is currently a New York times bestselling author of graphic novels. So I might have a biased opinion on what is a great book, but Pedro and Me was a novel my brother wrote which was not only nominated for a Pulitzer, but is now on the recommended reading list for incoming freshman at UCLA. That is probably my second favorite. My first favorite is another one of my brother’s books, Book Four of the children’s Hilo series which was dedicated to me for my birthday. That one is pretty influential…at least in my house.

What personal accomplishments are you most proud of?

Aside from my marriage and raising my two children, I am incredibly proud of helping certain clients achieve dreams that have ultimately benefited the world at large. When I worked in journalism, I covered many stories of pain and suffering, so it was important to me that I be a part of a community in a positive way. One of my favorite memories was highlighting the Challenger Softball League in Central California which was made up of special needs kids. The kids were amazing, and their strength was inspirational. Anytime I have been able to aid or champion great people and organizations, I have felt incredibly proud.

Orin is a current member of ACG Los Angeles.

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