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About
Garen Winn is a Partner at The Norden Group, an independent SEC-registered investment advisor based in Provo, Utah. In this leadership role, he is responsible for providing personalized financial and investment advisory services to clients and guiding the firm's overall strategy.
Winn’s experience spans over 17 years in the industry, with additional previous roles at Allegis and Townsquare Capital. His areas of expertise include portfolio management and holistic wealth planning, with a focus on helping clients navigate investments in public and private markets as well as alternative asset classes.
He holds a Bachelor's degree in Business and Personal/Financial Services Marketing Operations from Utah Valley University. His professional contributions are marked by a commitment to tailored client solutions and a deep understanding of diverse investment products and asset allocation strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Norden Group | Partner | Mar 2003 to Present | Welcome to the Norden Group. We are a team of experienced financial professionals – licensed fiduciaries – with expertise in investment management, tax optimization, estate planning and asset protect... |
Education
Utah Valley University
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
2001 — 2006
Others at Norden Group LLC (1)
| Name | Role | Location |
|---|---|---|
 | Partner | Provo, UT , United States |
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