Ben Kille, CFP®, CIMA®, AIF®
Managing DirectorWith more than 35 years of experience in financial advisory, Ben has dedicated his career to serving clients, guided by a philosophy of individual care and respect for their financial goals. As co-founder of predecessor firm Private Capital Group, Ben’s leadership and commitment to building trust helped solidify the firm as a respected one in the industry. His belief in blending personal service with strategic planning led him to join Wealthspire Advisors in 2021, driven by his desire to extend service offerings and continue to prioritize the core principles that define his work.
As managing director of the West Hartford, CT office, Ben’s approach is characterized by an unwavering commitment to understanding each client’s unique needs. He recognizes the importance of adapting to an ever-changing market and leverages technology and tools to enhance client service. His leadership and pioneering spirit are reflected in his constant pursuit of improving ways to serve clients, including collaborating with accountants and estate planning attorneys to create comprehensive, personalized financial plans. He tailors investment strategies that help clients build security and achieve long-term success.
He serves as chair of Wealthspire’s Endowments and Foundations Committee, demonstrating a passion for supporting the non-profit sector. He leads a team focused on helping organizations grow their portfolios, expanding their reach and increasing their impact. His vision extends beyond the office, as he actively serves as a member of The Alliance for Non-Profit Growth and Opportunity, Inc. (T.A.N.G.O.) and the Estate and Business Planning Council of Hartford.
In his free time, Ben enjoys cycling, snowmobiling, and traveling. He participates in the annual Pan-Mass Challenge, a bike-a-thon to raise funds and awareness for cancer research and treatment at Dana-Farber Cancer Institute, with two of his adult children. Ben and his wife Paula live in Simsbury, CT and enjoy making memories with their four children and two dogs.
Previous Experience
- Co-Founder and Principal, Private Capital Group LLC
- Regional Director of Investments, Lincoln Financial Group/Cigna Investment Management
Education & Credentials
- BSBA, University of Arizona, Finance & Real Estate
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst® (CIMA®)
- Accredited Investment Fiduciary® (AIF®)
- Life & Health insurance licenses
- Series 65 license
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
