As a member of The Canell Group of Wells Fargo Advisors, Ben offers a family office style approach to wealth management, providing holistic wealth planning services for high-net-worth individuals, corporate executives, and start-up founders and CEOs. Ben is adept at addressing the opportunities and complexities that often accompany significant accomplishment.

He believes that each client presents a highly personalized scenario—whether they seek diversification out of a concentrated position, income generation, capital preservation, are facing a liquidity event, or wish to secure the financial future for the next generation. For business owners contemplating a liquidity event, he draws on his background as a Certified Exit Planning Advisor (CEPA®) to help optimize the value of these one-time opportunities.

Ben leverages the wide breadth of Wells Fargo Advisors’ industry-leading resources to deliver tailored strategies and allocations. He provides access to the firm's wide array of products and services—trust and estate strategies, philanthropy ideas, pension plans, alternative investments, and lending and credit offerings—to help holistically care for the totality of each client's needs.

Drawn to Wall Street at a young age, Ben earned a B.S. in Finance at Lehigh University and started his career at J.P. Morgan. Committed to giving back, he has served as a mentor for the Bigs and Littles NYC organization, helping underprivileged high school students with financial literacy and college planning. Ben has also been an active member of the Wall Street Council for Lehigh's Business School since graduation.

Ben is an avid golfer, enjoys traveling, and loves spending time with his family and friends. He currently resides in New York City with his wife, Brianna, their children, Zachary & Romy, and their dog, Jax.

CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 

Investment and Insurance Products are:

• Not Insured by the FDIC or Any Federal Government Agency
• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested