Focus Area
Ben is responsible for oversight of the day-to-day functions of the Client Information Services team which performs Fiduciary’s account onboarding, fees, statements, pricing, gifting and Fiduciary Charitable Foundation support as well as the Cash Management and Reconciliation teams.
Experience
Prior to joining Fiduciary in 2018, Ben spent 12 years with State Street Wealth Manager Services in a variety of roles including serving as Assistant Vice President responsible for the division’s operations and outsourcing business. Previously, he served as a Client Service Officer supporting some of the division’s largest client relationships.
Personal
Ben resides with his wife and son in Milton. When he isn’t spending time with his family and friends or attending a Celtics game, he can usually be found down on the Cape or on the golf course.
