Chief Investment Officer/Principal
With Apriem Since 2002

Ben has played a pivotal role in establishing Apriem’s investment management capabilities by defining the core equity strategy for client portfolios and developing complementary index and ETF strategies. This initiative included creating a scalable infrastructure to efficiently manage over 3,000 accounts and significantly improving portfolio performance through advanced analytics and technology.

Ben is committed to building personal relationships with our clients. When he joined Apriem, he was intimately acquainted with all 100 families we served, and even as our client base has grown to over 1,000 families, he strives to maintain that familiarity. While he may not know every detail about each family, he prioritizes understanding their unique circumstances to uphold a personal connection and ensure that they are more than just a data entry in a spreadsheet.

Ben’s core values reflect his commitment to treat clients as he would his own family, managing their portfolios with the same care and diligence he applies to his own loved ones.