Current Role and Professional Background:

As Associate Portfolio Manager, Ben’s responsibilities include investment research, monitoring existing firm holdings, and supporting client portfolio management. Prior to joining Goodman Financial Advisors in Houston, Ben worked at MUFG Securities Americas, Inc. as an equity research associate, providing investment research and analysis to institutional clients. Additionally, Ben has worked for public corporations in various roles, including investor relations and corporate communications.

Education:

• Master of Business Administration, Finance and Accounting, Southern Methodist University, 2017
• Bachelor of Arts, Public Affairs, The University of Texas at Austin, 2005
• Chartered Financial Analyst^® Charterholder
• Bloomberg Market Concepts Certified

Affiliations, Current and Past:

• Member, CFA Institute
• Member, CFA Society of Houston