Senior Vice President-Investments, Resident Branch Manager
For over 25 years, I have been part of the financial services industry. After 18 years on “Wall Street”, I returned to my Capital District roots to continue in my family’s century long involvement in the region’s business community. I have experience in managing investment/equity portfolios for high net worth individuals and institutions. While employed with previous "Wall Street" investment banks, I engaged in proprietary research in both value investing and risk arbitrage and obtained experience in managing risk arbitrage, options and commodities portfolios.
Ben continues to share his experience in business and finance with regional television and newspapers as he often writes and is quoted by several in the capital district, and nationally by the Wall Street Journal .He also is a regular on WRGB, CBS 6 in Schenectady, NY as well as a member of their answer team.
In addition to investment services we offer access to lending, banking, and insurance products for both individuals and businesses through affiliates.
Lending products and services are offered by bank and non-bank affiliates of Wells Fargo & Company