Ben brings over 30 years of experience in the financial industry to his work as an advisor. He joins the Wealthspire team from his previous role as Managing Member of Private Capital Group, which he established with a “Serve First” philosophy in 2003 to better fulfill the needs of clients.
Before founding Private Capital Group, Ben worked as the Regional Director of Investments for CIGNA/Lincoln Financial Services from 1988 to 2003, gaining industry and practice knowledge from two leading financial institutions.
Ben is an active member of the Estate of Business Planning Council of Hartford and holds the Certified Financial Planner™, Certified Investment Management Analyst®, and Accredited Investment Fiduciary® designations.
He currently resides in Simsbury, CT with his wife.
Previous Experience
- Managing Member, Principal at Private Capital Group
- Advisor at Lincoln Financial Group
- Advisor at Cigna Investment Management
Education & Credentials
- BSBA, University of Arizona, Finance & Real Estate
- Certified Financial Planner™
- Certified Investment Management Analyst®
- Accredited Investment Fiduciary®
- 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.
