Benjamin is a seasoned financial expert, currently serving as CEO of Main Street Research. As a natural leader, Benjamin has consistently demonstrated an ability to discover and implement creative strategies for both the firm’s growth and operational efficiency. He is a significant equity owner and a key member of our Investment Policy Committee, at the core of making decisions to benefit client results. He serves a select group of ultra-high-net-worth clients.

Benjamin regularly contributes to Strategy Updates, in addition to other market-related publications and public speaking events.

Benjamin has been featured as both a FORBES Top Next-Gen Wealth Advisor® and FORBES Best-In-State Wealth Advisor®

Benjamin graduated from Gettysburg College with a Bachelor of Arts in Economics and holds a Master of Science degree in Financial Analysis from the University of San Francisco, School of Management. Outside of the office, Benjamin enjoys spending time and traveling with his family. His interests include playing squash, CrossFit, skiing, vintage automobiles, and live music on any occasion. Benjamin spends time in all our offices.

Main Street Research is independent of and unaffiliated with Forbes Magazine. The ranking noted was given based on specific criteria and methodology defined by Forbes Magazine. Main Street Research did not pay a fee to be included in the ranking database. The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Main Street’s receipt of such a ranking should not be considered a guarantee of future performance or results.