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Benjamin has experience and expertise ranging from investment management to wealth planning. He directs the firm’s quantitative strategies, which assist the Investment Policy Committee in security selection, risk management, and trading. Benjamin leads Investment Committee meetings and regularly contributes to Strategy Updates, in addition to other market-related publications and public speaking events. He serves as a Portfolio Manager and Private Client Advisor to a select group of clients. Benjamin is considered a next-generation leader at Main Street Research.
Benjamin graduated from Gettysburg College with a Bachelor of Arts in Economics and played for the Bullets lacrosse team, which set a school record for wins. He also holds a Master of Science (MS) degree in Financial Analysis from the University of San Francisco, School of Management. Benjamin is enrolled in the Yale University, School of Management Class of 2026. He is pursuing a concentration in asset management for the Master of Business Administration (MBA) program.
Outside of the office, Benjamin can be found outdoors or traveling with his family. He is an avid chef and enjoys live music on any occasion. Benjamin is based out of our Greenwich, CT, office.