Year joined Wellington Shields: 2023
Ben currently serves as a dedicated client service representative with the Herbst Wealth Management team at Wellington Shields, where he plays an integral role in the growth of the team. His academic journey began at Binghamton University, State University of New York, where he earned both a Bachelor of Science in Business Administration with concentrations in Finance and Management Information Systems and a Master of Business Administration with a concentration in Finance. This strong educational foundation has been pivotal in his contributions to Herbst Wealth Management, where he applies his expertise to meet clients’ financial needs and contribute to the team’s mission.
Previous Experience/Career Highlights:
Prior to joining Herbst Wealth Management at Wellington Shields, Ben gained valuable experience through internships at Summit Trail Advisors and Pacer Financial, where he sharpened his analytical skills and expanded his industry knowledge.
Education and Certifications:
Other Interests and/or Affiliations:
Ben is passionate about sports, particularly golf and lacrosse. He is a fan of both the Jets and Mets and enjoys listening to Billy Joel and the classic tunes of the ’70s.