Ben joined PeakEquity in 2022 and brings experience in investment management, portfolio operations, investment banking, and corporate law.
Ben previously worked at NISA Investment Advisors, an institutional investment manager with over $500 billion in AUM, where he focused on developing the firm’s long-term business strategy and created customized investment offerings for large pension plans, endowments, foundations, and family offices. He also previously spent time leading M&A and strategic programs at MRI Software, a TA Associates, GI Partners and Harvest Partners jointly-owned portfolio company; at Arbor Advisors, a software-focused investment bank; at Proskauer Rose, a multinational, multidisciplinary law firm; and at two companies that he co-founded, an advisory firm that helped entrepreneur-led businesses with management-level operational initiatives, and a talent management company that helped athletes and artists monetize their brands.
Ben has an MBA from The Wharton School at the University of Pennsylvania and a BA from Stanford University.
Ben is a professional trumpeter, having toured throughout Europe with different symphony orchestras, and tournament chess player, having won the California State Championship and placed second in the United States as an amateur. He keeps playing, but his best days are most certainly behind him, unfortunately much like his favorite sport teams: Stanford football and Colorado Avalanche hockey.