As a Financial Advisor with UBS, along with a team of specialists, he helps individuals and families organize and manage their wealth. UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. Ben specializes in advanced wealth management techniques such as concentrated stock positions, alternative investments, retirement, education, estate planning strategies, and wealth transfer.
Ben graduated from California State University, Long Beach with a bachelor’s degree in Economics. After University, he returned to his native Santa Barbara to pursue a career in wealth management. He is also an alumnus of Santa Barbara High School, and earned two semi-finalist title awards and the California Interscholastic Federation Championship in water polo in his senior year.