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.
- 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