Financial Advisor | Partner
Ben graduated from the University of Nevada, Reno with a B.S. in Finance and Economics. Prior to graduation, Ben performed as a touring musician and worked as a sales manager for a high-end music store. After his departure from music retail, Ben worked as financial analyst for a retail establishment in Reno, managing models and forecasts of economic trends to assist the business owners with important capital considerations.
In 2016, Ben joined The Sierra Pacific Group at Morgan Stanley and served as one of the four Financial Advisors for the team. In his role at Sierra Pacific Wealth Management, Ben is primarily responsible for assisting with portfolio modeling and manager selection, investment model management, economic research and synthesis of the vast amounts of research available to the team on the open architecture platform provided by Prospera Financial and the Wells Fargo Investment Institute. In his day-to-day role, Ben can be reached at any point during market hours to provide research to clients, execute trades, rebalancing and needed distributions. During times of market downturns, Ben assists in executing our tax loss harvesting programs within individual taxable accounts.
Ben currently resides in Reno, Nevada and enjoys spending much of his free time enjoying the arts. Ben is a longtime performing musician and often plays at live music venues in the greater Reno/Tahoe area. In his free time, Ben enjoys reading, watching movies, and perusing various realms of art. Ben likes to capitalize on the logistical advantage that Reno provides and can be found frequently on or around the trails of Lake Tahoe or at the Museum of Modern Art in the Bay Area.