<Orin Winick | Director - Investment Advisory | Aspiriant

Orin Winick
National Director of Investment Advisory, Partner

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.

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As the National Director of Investment Advisory, Orin leads Aspiriant’s focus on growth throughout the country. 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, Orin communicates with every Aspiriant office in the country, leading initiatives and sharing best practices, while engaging with the business community on a national level.

Orin has nearly two decades of experience in the financial services industry, serving high net worth individuals, families and foundations. Prior to joining Aspiriant, he 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. Orin is a member of the Association of Corporate Growth (ACG) board of directors in Los Angeles, where he chairs the sponsorship committee. He also serves on the board of trustees of the Chase Foundation, which is focused on Child Life services throughout the country for families of hospitalized children.

Before working in financial services, Orin was an Emmy award-winning broadcast journalist, anchoring television shows and covering news and sporting events for network affiliates around the country. As a sports reporter, he covered the 1992 Olympics in Barcelona and was asked to participate as a torchbearer in the ceremonial torch relay. Orin has made service to the community a central part of his life and was honored by the California governor’s office proclaiming a day to be named in his honor for his charitable work throughout Central California.

Originally from Long Island, New York, Orin started working in his teen-age years as a Jones Beach lifeguard. Orin and his wife, Michele, now reside in Los Angeles and are the parents of two wonderful children. As a family they enjoy swimming (Orin is currently training with a Masters Swim Team), as well as many other outdoor activities. They also enjoy music and the arts and feel lucky to be living in a city that is rich in culture.

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