Ben is a senior finance leader with 20 years of experience as a buy-side investor, analyst, and portfolio manager. He has a proven record of achievement advising clients on equity and debt capital markets, financial modeling and valuation, peer group analysis, investor messaging, analyst communication, quarterly earnings, and annual/proxy reports.

Ben’s expertise spans across equity and debt capital markets in industries such as industrials (aerospace & defense, multi-industry, business services, electrical equipment, transportation, machinery, building products), industrial technology, SAAS / software, semi capital equipment, data analytics, and materials.

Most recently Ben was a senior research analyst at DoubleLine Group, LP where he ranked in the top 15th percentile of all US large cap value peers and earned a five-star Morningstar rating of the core fund. He also outperformed benchmark indices by 212 basis points and achieved a 68% equity investment success rate.

EDUCATION

• Ben received a BBA in accounting and finance from Emory University, and an MBA in finance and valuation from Cornell University.