Having more than 20 years of experience in the investment industry, Ben’s professional background includes extensive work on 401(k) retirement plans and investment management for pension plans and endowment & foundation portfolios. Ben also founded and managed a private investment fund for several years. Ben received a BS in Business Administration with a specialty in Finance from the University of Tennessee.
Ben holds his Series 7 (General Securities) and Series 66 (Registered Investment Advisor Representative) and is registered with LPL Financial and Global Retirement Partners. Ben holds the AIF® Designation from the Center for Fiduciary Studies, certifying specialized knowledge of fiduciary standards of care and their application to the investment management process.