Benjamin has experience and expertise ranging from investment management to wealth planning. As a natural leader, Benjamin has consistently demonstrated an ability to discover and implement creative strategies for both the firm’s growth and operational efficiency. He is an equity partner and a key member of our Investment Policy Committee, at the core of making decisions to benefit client results. Benjamin regularly contributes to Strategy Updates, in addition to other market-related publications and public speaking events.
Benjamin graduated from Gettysburg College with a Bachelor of Arts in Economics and played for the Bullets lacrosse team, which set a program record for wins. He holds a Master of Science (MS) degree in Financial Analysis from the University of San Francisco, School of Management.
Benjamin has been named a FORBES Top Next-Gen Wealth Advisor® and FORBES Best-In-State Wealth Advisor®
Outside of the office, Benjamin can be found outdoors or traveling with his family. He enjoys live music on any occasion. Benjamin is based out of our Greenwich, CT office.