Oren Cabir, CFA

Questioner
DISC Type : c

Board Member at CFA Society Los Angeles

Los Angeles, California, United States

Overview

Oren Cabir is a Wealth Advisor at Kayne Anderson Rudnick with over a decade of experience. He specializes in creating investment strategies for high-net-worth families, endowments, and foundations. He holds an MBA from UCLA Anderson School of Management and is a CFA charterholder.

He is an active leader in the investment community, serving on the Board of Governors for the CFA Society of Los Angeles. He considers the organization to have played a meaningful role in his career since he first joined as a member.

He was recently named a Winner of the 2025 ThinkAdvisor Luminaries Award for Next Gen Rising Stars.

Personality Overview

Price-Sensitive

Not Easily Convinced

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Topics They Care About

HNW Investing
Specializes in crafting tailored asset allocations for high-net-worth families, foundations, and endowments to navigate complex capital markets.
Market Convergence
Recently spoke on a panel about the convergence of public and private markets and its implications for modern investors.
Economic Analysis
Authored an article for WealthManagement. com's 2025 Midyear Outlook on separating economic fundamentals from market noise related to trade and tariffs.

Media Appearances

Introducing our new Board of Governors for the 2025-2026 Fiscal Year – Oren Cabir, CFA (Board Member, CFA Society Los Angeles). Featured in Instagram

See Now

Work History

9-2025
Board Member at CFA Society Los Angeles
11-2022
Wealth Advisor at Kayne Anderson Rudnick
7-2020 - 10-2022
Associate Portfolio Manager at City National Rochdale
2-2018 - 2-2020
Portfolio Analyst at City National Rochdale
1-2017 - 1-2018
Private Client Wealth Analyst at City National Bank

Education

2017 - 2020
Master of Business Administration - MBA from UCLA Anderson School of Management
2010 - 2012
Bachelor of Arts (B.A.) from UCLA

More Information

Social Presence :

Prographics :

Exp : 8 Location : Los Angeles, California, United States Job Level : N/A Designation : Board Member at CFA Society Los Angeles
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Insights For Selling To Oren

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Oren is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Oren

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Oren move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Oren take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Oren

Personality Compatibility


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