It’s been quite a whirlwind today as we announced some major news: Ben Carlson, my friend and the author of the incredible blog A Wealth Of Common Sense, has joined our firm as Director of Institutional Asset Management. Ben’s 10 years of experience in the field combined with a near-perfect alignment of our investment philosophies made this deal to bring him aboard the ultimate no-brainer.
We’re so excited our heads are spinning. The feedback in just the first few hours of the announcement has been amazing. Ben will be working with institutional clients and will serve on our investment committee, bringing his expertise to the portfolios we manage for high net worth individuals as well.
Some details here:
I’ll have a lot more to say about this shortly. If we can help you with your portfolio in any way, get in touch here:
If you’re an advisor or financial planner with an interest in joining our team, get in touch here!