As CEO, and a practicing financial advisor, Ben has 17 years of experience in the wealth management industry at both a wirehouse and our independent, boutique investment firm Pinnacle Investments. His client’s financial well-being drives him every day and this passion translates to his role as CEO. Ben, and Pinnacle Investments, are an advocate for true independence which allows advisors to run their practice their way without the bureaucracy of upper management telling them what to do. He prides himself on making a positive difference in the financial community and allowing financial advisors to create their own vision of success.
Ben earned a bachelor’s degree in Business Economics from the State University of New York (SUNY), College at Oneonta and a Master of Business Administration (MBA) degree, with a concentration in Financial Management from Pace University. He achieved his CFP® designation through the NYU School of Professional Studies – Certified Financial Planner™ Program.
Check the background of this investment professional on FINRA’s BrokerCheck.
