“What I love about being part of the Truepoint team is the relentless effort that is put forth to ensure our clients are served in the best way possible, not to mention the people I get to work alongside each day. They are like no other—smart, professional, welcoming, and passionate about playing a role in the wellbeing of our clients.”
As a member of the investment team, Ben spends his time executing trades to implement customized investment strategies for our clients, assisting in asset allocation, and providing general investment operations assistance. Ben is working towards completing his Chartered Financial Analyst (CFA) designation and recently passed level 1 of the CFA exam.
When Ben isn’t working or following financial market news, he enjoys watching sports of all kinds, particularly the Bengals, trying out new restaurants and breweries, and spending time with friends and family. He also stays active by running or taking long walks and likes to camp when time allows.
Specialties: asset allocation, investment management, trading