Benjamin B. Armellini

MS

Partner - Portfolio Manager

Benjamin has experience ranging from investment management to wealth planning and serves as an excellent communicator to our client base. He currently leads the firm’s quantitative strategies by developing proprietary financial and econometric models, which assist the Investment Policy Committee in security selection, risk management, and trading. He serves as a portfolio manager and member of the Executive Leadership Team.

Benjamin is highly involved in our Active Risk Management process, which includes stop-loss price selection and scenario analysis. He actively leads weekly Investment Policy Committee meetings, in addition to a regular review of firm-wide, as well as client-specific, asset allocations, sector exposures, and security holdings. Benjamin regularly contributes to firm Strategy Updates, in addition to other market-related publications and public speaking events.

Benjamin’s previous experience includes work at North Coast Asset Management. He graduated from Gettysburg College with a Bachelor of Arts (BA) in Economics and played four years for the Bullets lacrosse team, which set a school record for wins (20) his senior season. Benjamin also holds a Master of Science (MS) degree in Financial Analysis from the University of San Francisco, School of Management.

Benjamin is a member of the American Economic Association, Economic Science Association and the Olympic Club. He serves as a proud member of his alma matter Kent School Alumni Council. Benjamin is based out of our Greenwich, CT office and regularly spends time in California at the firm’s headquarters.

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