Ben Waller
Portfolio Manager-Aktien bei WBH Advisory, Inc.
Profil
Mr. Benjamin M.
Waller, CFA, is a Senior Wealth Advisor at WBH Advisory, Inc. He joined WBH Advisory in 2009 and has served the firm and its clients in several capacities over the past ten years.
He uses his experience and training to help clients make informed choices to reach their desired outcomes.
He has the depth and breadth of knowledge to provide financial planning and investment management, while advising clients on wide ranging issues related to their financial lives.
He aims to alleviate the stress that often comes with financial decision-making by giving clients the knowledge and support to make thoughtful, confident choices.
He attended The Gilman School in Baltimore before graduating from Franklin and Marshall College with a Bachelors degree in Business and English.
He is a CFA charterholder and Certified Financial Planner practitioner.
Aktive Positionen von Ben Waller
| Unternehmen | Position | Beginn |
|---|---|---|
WBH Advisory, Inc.
 WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Portfolio Manager-Aktien | 01.05.2009 |
Ausbildung von Ben Waller
| Franklin & Marshall College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Finance |
