Born and raised in the Okanagan, Ben brings over a decade of High Net Worth and Ultra High Net Worth investment management experience to his role as a Senior Investment Counsellor & Portfolio Manager in BMO Private Investment Counsel’s Kelowna office. He has previously worked for RBC PH&N Investment Counsel, Deutsche Bank, and Commerzbank in Vancouver, Montreal, Frankfurt, and Luxembourg and was most recently a Manager on BMO Private Investment Counsel’s trading team at head office in Toronto.
Ben has a Bachelor of Commerce from Dalhousie University and completed Masters of International Business courses at the Stockholm School of Economics. He is an active CFA charterholder and speaks fluent German and French.
In his free time, Ben enjoys running, playing piano, travelling, and learning Mandarin and Korean.