Ben is an 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
  • Series 65 license