Ben is a senior advisor associate in our New York office, supporting advisors by helping to serve clients and assist in every step of the financial planning process.
He is a graduate of Villanova University and previously worked as an intern for Wealthspire Advisors & Beacon Bridge Wealth Partners, where he learned about firm processes and managing client relationships. During his time in school, Ben was an active member of the Real Estate & Corporate Finance Society and volunteered both as Events Chair for Student Advancement and for Special Olympics.
Originally from Long Island, NY, Ben likes all things cars-related, and enjoys traveling and trying new restaurants in his free time.
Previous Experience
- Intern at Wealthspire Advisors
- Intern at Beacon Bridge Wealth Partners
Education & Credentials
- BBA, Villanova University, Finance & Real Estate, Economics
- Certified Financial Planner™ (CFP®)
- 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.
*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.
