Ben joined the agency in 2014 as an Investment Specialist. Ben then transitioned into working with senior advisors on development to streamline the firm’s planning process and philosophy. After running the training program for new financial professionals for a period of time, Ben has most recently transitioned into building, managing, and growing a team of new financial professionals in the firm, who will be a core part of CFG in the years to come.
Prior to joining CFG, Ben worked in the Financial Planning Department at Baystate Financial in Boston. In this role he acted as a Senior Case Manager for fee-based financial planners, specializing in eMoney. Ben then took a position as an Agency Supervisory Officer at MassMutual Oregon in Portland, Oregon. In this role he was able to expand his compliance knowledge within a highly regulated industry and obtain licensing as a Registered Principal.
Ben currently resides with his wife Elissa and son Hunter in Charlestown. Ben enjoys skiing, golfing, sports, traveling, and spending time with close friends and family. Ben is involved with the Special Olympics through volunteer work and fundraising and is also passionate around giving his personal time towards fundraising efforts of children’s hospitals in the Boston area.
101 Federal Street, Suite 800
Boston, MA 02110