“What I appreciate most about Truepoint is the unwavering commitment to putting our clients’ best interests first. Every part of the team collaborates seamlessly to deliver an exceptional client experience. The firm is filled with dedicated and talented individuals who share a common goal, embodying our core values in their work every day.”
Ben’s Story
As a trader on the investment team, Ben’s primary responsibility is to rebalance clients’ portfolios and conduct periodic audits to ensure that everything is in order. He also handles various ad hoc data projects for the team. Ben’s focus on trading gives the rest of the investment team more time to meet with clients and address their needs.
Outside of the office, Ben is involved in his church community and enjoys golfing, reading, and traveling.
Specialties: asset allocation, data analysis, rebalancing, trading