Chief Investment Officer/Principal
With Apriem Since 2002

As Chief Investment Officer and Principal of Apriem Advisors, Ben has been instrumental in shaping Apriem’s investment philosophy and operational infrastructure. Since joining Apriem in 2002, has led the development of the firm’s core equity strategy and introduced complementary index and ETF -based strategies designed to meet the evolving needs of a diverse and growing client base.

Under Ben’s leadership, Apriem has built a scalable and sophisticated infrastructure to efficiently manage over 2,000 accounts and significantly improve performance consistency and risk management through advanced analytics and technology.

What distinguishes Ben is not only his investment acumen but also his deep commitment to building personal relationships with our clients. When he joined Apriem, he was intimately acquainted with all 100 families we served, and even as our client base has grown to over 1,000 families, he remains steadfast in his belief that clients should never feel like just a number. He prioritizes understanding their unique goals and circumstances ensuring that portfolio decisions are rooted in both technical precision and personal insight.

Ben’s core values reflect his commitment to treat clients as he would his own family, managing their portfolios with the same care and diligence he applies to his own loved ones. It is this blend of strategic expertise and unwavering integrity that continues to anchor Apriem’s investment approach and client experience.