As the Chief Investment Officer at Waldron Private Wealth, Ben helps shape the firm’s strategic direction and investment philosophy while delivering comprehensive guidance to ultra-high net worth families. Since joining the firm, he has played a central role in advancing the firm’s goal-based investment approach which is built around each client’s full financial life and what matters most to them.
He works closely with families and their family offices to connect investment strategy with trust and estate planning, tax strategy, business planning, and multigenerational considerations. Understanding that financial decisions rarely exist in isolation, Ben is skilled at connecting the dots across complex planning needs and bringing clarity to every aspect of a family’s financial life. As Chair of the Investment Committee, he oversees asset allocation and strategic portfolio decisions.
Ben is deeply committed to building lasting relationships across multiple generations and helping families approach wealth stewardship with confidence and purpose. His leadership, insight, and dedication have made him a trusted partner to the families he serves.
