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,