Oren serves as a portfolio manager throughout the Argent footprint overseeing portfolio management for individuals, foundations, university endowments, municipalities, and cemetery funeral relationships. Oren manages client assets through building customized portfolios along with providing financial planning services. Oren is a member of the fixed-income committee and is a participant in the equity strategy committee.
Prior to joining Argent in the spring of 2017, Oren served as the Assistant Treasurer for MidSouth Bank in Lafayette where he managed the bank’s bond portfolio and served on the asset/Liability committee. He has also worked in fixed-income operations for J.P. Morgan in Brooklyn, New York and Dallas, Texas.
Oren has an undergraduate degree in finance from the University of Louisiana at Lafayette and a master’s in finance from Texas A&M University – Commerce. Oren is a CFA® charterholder and is a member of the CFA society for both Louisiana and Mississippi.