As a Financial Advisor and Senior Portfolio Advisor with Merrill, Benjamin strives to be the primary resource for all financial matters concerning his clients. He focuses on working with High Net Worth and Ultra High Net Worth business owners and executives nationwide. If you operate a privately held business and are considering selling or have most of your wealth in a few stock positions, you must connect with him.




Additionally, as a Senior Portfolio Advisor, Benjamin can assist clients in pursuing their objectives by managing customized investment strategies on a discretionary basis, selecting from a diverse array of Merrill model portfolios, third-party investment strategies, alternative investments, and life insurance.




Furthermore, with over twenty years of lending experience, Benjamin offers a unique perspective on the impact of the most significant purchases individuals and businesses make when acquiring real estate. His knowledge and expertise in this field enable him to provide valuable insights by anticipating and addressing potential issues.




Lastly, remember that communication is essential in preparing for the financial implications of life's uncertainties. He needs to understand your goals to provide advice and guidance that aligns with your objectives and an effective diversification strategy. His availability and patient communication style are key to building a strong relationship. Please reach out and have a conversation.




Benjamin grew up in New York City. He earned a bachelor’s degree at Syracuse University, a master’s degree at the University of Southern California (USC), and then a Master’s in Wealth Management at Columbia University.