As Research Analyst & Associate Portfolio Manager, Ben researches stocks for inclusion in client portfolios. He appreciates the opportunity to help clients plan for the future and realize their goals.
Prior to joining LBA, Ben was a Portfolio Advisor at Boston Private Wealth. He also worked at Brown Brothers Harriman as an Operations Specialist.
Ben has earned the Chartered Financial Analyst designation, passing all three levels of the program in succession. He is a member of the CFA Society Boston and the CFA Institute.
Ben holds a B.A. in Biology and Classical Civilization from Colby College.