ROLE: Ben serves as a Fiduciary Investment Consultant on all retirement plan relationships assisting in the preparation of Investment Policy Statements, constructing investment lineups, monitoring plan investments and conducting investment reviews with plan committees. Ben regularly negotiates fees and services offered on behalf of our clients.
EXPERIENCE: Ben joined Paradigm Group Retirement Services in 2007. Having more than 15 years of experience in the investment industry, his professional background includes extensive work on 401(k) retirement plans and investment management for pension plans and endowment & foundation portfolios. Ben also founded and managed a private investment fund for several years. His clients include institutions located in Tennessee and throughout the Southeast.
Ben received a BS in Business Administration with a specialty in Finance from the University of Tennessee and holds his Series 7 (General Securities) and Series 66 (Registered Investment Adviser Representative) registrations through LPL Financial. Ben earned the AIF® Designation from the Center for Fiduciary Studies in 2014. The AIF® Designation certifies specialized knowledge of fiduciary standards of care and their application to the investment management process.
INVOLVEMENT: A sports enthusiast, Ben volunteers as a coach for multiple sports in the greater Nashville area.