Oren Cabir, CFA in

Oren Cabir, CFA

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Board Member at CFA Society Los Angeles
📍 Los Angeles, California, United States

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.

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Experience
8 Years
Current Role
Board Member
Location
Los Angeles, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Oren cares 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.
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Career

Work history

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

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
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Education
2017 - 2020
Master of Business Administration - MBA
UCLA Anderson School of Management
2010 - 2012
Bachelor of Arts (B.A.)
UCLA
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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