Senior Wealth Manager
As a Senior Wealth Manager, Ben is part of a team that provides wealth management services to a significant portion of Sage’s client base. He works with clients daily, helping them make smart decisions in all areas of their financial lives. Ben is a Certified Financial Planner (CFP®).
Ben graduated with distinction from the University of Michigan with a B.A. in history and then went on to earn his J.D./M.B.A. from Emory University. Ben spent many years of his career as an attorney focused on securities arbitration and litigation. As he realized that he wanted to work more personally with individuals, he transitioned into working as an estate planning attorney prior to joining the Sage team. He lives in Lower Moreland with his wife and two sons and is an active sports fan and volunteer for the Philadelphia Eagles’ Autism Foundation.
What inspires you about your job?
The opportunity to help people address and resolve financial issues and to achieve their financial goals through careful planning.
What particular qualities do you have that contribute to the Sage team and the client experience?
As an attorney, I bring analytical skills and a methodical approach to addressing client issues and uncovering client concerns. I also listen carefully and demonstrate interest in and compassion for clients.
