Ben is an Investment Manager working directly with clients at WestView. He has served as a trusted advisor to his clients since 2008 when he started his first firm as a financial planner and portfolio manager.
Prior to being an Investment Advisor, Ben had a successful career most recently as Senior Vice President of Risk and Portfolio Analysis at Putnam Investments. Prior to that he was a senior portfolio analyst at Fidelity Investments after a series of progressively higher roles. With over 32 years of financial experience, Ben has a diverse background of investing and managing through up and down markets. His ability to take a step back and see through the noise of the financial markets is what his clients appreciate most.
Ben lives in Charlotte, Vermont with his wife Susan and their two children. He enjoys spending time with his family on Lake Champlain and in the winter, you can find him skiing in the mountains. Ben is also an avid biker and fly fisherman.
A University of Vermont alum, Ben graduated in 1986 with a BA in Economics. He also has an MBA in Finance from the Simon Business School at University of Rochester and is a CERTIFIED FINANCIAL PLANNER™.
Ben currently serves on the board of the Lund Family Center as well as the Vermont Regional Board of the UVM Alumni Association.