Ben Greenfeld

Company: Waldron Private Wealth

Position: Partner and Chief Investment Officer

Ben Greenfeld is Partner & Chief Investment Officer at Waldron Private Wealth. He leads the strategy, vision and implementation of the investment department and has been deeply involved in all aspects of goal-based investment management approaches since joining the firm in 2011.As CIO, Ben oversees asset allocation and drives due diligence for the firm. He also oversees the development of customized investment strategies for Waldron clients, ensuring that allocations are aligned with each client’s unique goals and scenarios. Prior to Waldron, Ben worked at Legend Financial Advisors, Inc. where he was an investment advisor and a research and investment specialist. Ben is a member of the Duquesne University Investment Strategy Institute Advisory Council.