Benjamin B. Armellini

Director – Research, Portfolio Manager

Mr. Armellini assists in the firm’s research process which includes macro-economic analysis, equity and fixed income research as well as our Active Risk Management process. He also contributes to the development of our in-house financial and econometric models which assist the research team in security selection and risk management. In addition, he reviews and monitors daily updates and news from the firm’s outside research partners. Mr. Armellini participates in weekly Investment Policy Committee meetings in addition to a regular review of firm wide, as well as client specific, asset allocations, sector exposure, and security holdings.

Mr. Armellini’s previous experience includes work at Northcoast Asset Management, as well as Fidelity Investments. Mr. Armellini graduated from Gettysburg College with a BA in Economics and Business. He was a four year member of the varsity lacrosse team which set a school record for wins (20) in a season and won the Centennial Conference his senior season. He is currently pursuing a Master of Science in Financial Analysis degree from the University of San Francisco School of Management.