Ben provides investment research, portfolio rebalancing, and performs trading for Etesian Wealth Advisors. Prior to working at Etesian, Ben worked for Ashland Partners & Company LLP, a specialty CPA firm focused on the investment management industry, where he worked with advisors on GIPS compliance and other attestation engagements.
Ben completed his undergraduate degree at Pacific University, Oregon where he played for the golf team from 2007-2011. He earned his majors in Economics and Business Administration with an emphasis on Accounting. In 2016 he completed his Masters in Financial Analysis from Portland State University and is currently working towards his CFA (Chartered Financial Analyst) designation.
Outside of the office, Ben spends most of his time at the golf course, hiking with his wife and their dog, or catching up on Netflix shows.