Ben has over 23 years of financial services experience. He was formerly a Portfolio Management Associate with Morgan Stanley where his role included portfolio analysis, overseeing operations for the practice, and working closely with wealthy families on all aspects of their financial lives. His experience includes the implementation of multi-faceted plans related to estate, tax, and investments, and the ongoing work of maintaining those plans. Previously, Ben worked in the Risk Group at ETrade as a Margin Analyst. Ben has a B.S. in Management with a Concentration in Finance from Georgia Tech.