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Benjamin Flox

Research Analyst

Ben is a Research Analyst on Chartwell’s small and mid cap growth equity investment team. 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.

Education:

  • 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
  • FINRA Series 63, 7, 86, 87