Ben arrived at Narwhal from a small investment firm in Eugene, Oregon, where he cut his teeth investing in individual stocks, bonds and derivatives. He earned the right to use the CFA designation in 2016, holds his Series 65 license and is a certified Financial Risk Manager. Ben received a bachelor’s degree in finance from the University of Washington and a MBA from Emory University's Goizueta Business School.

Ben is passionate about financial literacy and education. He believes in empowering clients with knowledge and understanding of the industry to make better informed decisions by demystifying financial products and communicating investment world concepts in everyday language.