Perfil
Benjamin Scott Greene worked as an Investment Analyst at Strategic Wealth Partners Group LLC.
Prior to that, he obtained an undergraduate degree from Northwestern University in 2013.
Antiguos cargos conocidos de Ben Greene.
| Empresas | Cargo | Fin |
|---|---|---|
Strategic Wealth Partners Group LLC
Strategic Wealth Partners Group LLC Investment ManagersFinance SWP’s investment philosophy emphasizes asset allocation, diversification, limiting volatility, avoiding over-reliance on historical data, and managing taxes prudently. The firm creates portfolios that are individualized to each client’s individual needs. They generally invest client assets among professionally managed investments such as mutual funds, ETFs, structured notes, external managers and other securities they believe are appropriate. | Analyst-Equity | - |
Formación de Ben Greene.
Experiencias
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Activas
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Strategic Wealth Partners Group LLC
Strategic Wealth Partners Group LLC Investment ManagersFinance SWP’s investment philosophy emphasizes asset allocation, diversification, limiting volatility, avoiding over-reliance on historical data, and managing taxes prudently. The firm creates portfolios that are individualized to each client’s individual needs. They generally invest client assets among professionally managed investments such as mutual funds, ETFs, structured notes, external managers and other securities they believe are appropriate. | Finance |
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