Ben is a partner and serves as the Chief Investment Officer of the firm. Since joining Waldron in 2011, he has been deeply involved in all aspects of the firm’s goal-based investment management approach.
For more than 20 years, Ben has been helping entrepreneurs and their families simplify their financial lives. After graduating with a Business Administration degree from Duquesne University, he earned C.F.P. Professional Education Program from College for Financial Planning. Ben is a CERTIFIED FINANCIAL PLANNER™ Professional. Prior to joining the Waldron team, he served as an investment advisor and a research and investment specialist at Legend Financial Advisors Incorporation.
At Waldron, Ben specializes in investments by overseeing asset allocation and drives due diligence for the firm. He directs the investment team in conducting initial and ongoing due diligence of investment managers and subadvisors for all client portfolios. He also oversees the development of customized investment strategies for Waldron clients, aligning allocations with each client’s unique goals and scenarios. Ben works directly with families and their family offices to seamlessly integrate asset allocations within their overall planning strategy and provide comprehensive wealth advisory services.
Outside the office, Ben is a member of the Duquesne University Investment Strategy Institute Advisory Council. Ben resides in Wexford, PA with his wife, Jennifer, and their three children, Adelyn, Logan, and Nolan.
