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, 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