Ben serves as Portfolio Manager and Relationship Associate in our Greensboro office. His responsibilities include Client Service and Investment Management. On behalf of clients, he acts as a fiduciary to implement and maintain portfolios that align with clients’ goals in conjunction with Diversified Trust’s investment strategy. He takes pride in helping with clients’ day-to-day needs and facilitating periodic reviews.
Ben earned a Bachelor of Science in Business Administration from the Poole College of Management at North Carolina State University. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Ben serves on the board of the Estate Planning Council of Winston-Salem and is also a member of the Estate Planning Council and the Financial Service Advisors Council in Greensboro.