Ben is a Research Analyst on Chartwell’s small and mid cap growth equity investment team and joined Chartwell in 2022. Prior to joining Chartwell, Ben was a Vice President of Equity Research in the Healthcare Services sector at Jefferies, LLC. Previously, Ben was an Equity Research Analyst focusing on restaurants for Telsey Advisory Group. Earlier in his career, he worked for Avondale Partners as an Equity Research Associate in the Business Services sector.
- B.S. in Finance and Economics from the University of Wisconsin – Milwaukee
- MBA from the University of Wisconsin – Milwaukee
- Completed the Investment Management Certificate Program at the University of Wisconsin – Milwaukee
- CFA® charterholder and member of the CFA® Institute
- FINRA Series 63, 7, 86, 87