What do you enjoy most about wealth management?
Developing investment solutions for our clients that serve their best interests.
What’s the biggest challenge?
The market, and sometimes our clients’ focus on quarterly results. Our focus as long-term, value-oriented investors can put us out of step with the market for what seems like long periods of time.
What do you love most about being part of Aspiriant?
The culture. Each office has their own sub-culture, but they all share one thing in common, serving the client first.
What professional accomplishments are you most proud of?
Prior to Aspiriant, I had the opportunity to work on the creation of some unique investment structures: the first open-end mutual fund that invested solely in MLP’s and the first registered fund that invested exclusively in private equity. These types of opportunities benefit my role at Aspiriant.
What quality of yours makes you best suited to do what you do?
An ability to see a larger picture when dealing with our mutual funds, our platform and what it could be or should be in the future.
How should people think about their wealth?
As an opportunity. Wealth can allow you to enjoy life more fully.
What do you love to do outside of work?
I have three children in grade school, and coaching or running to various events for them chews up a lot of my free time. When possible, I do enjoy reading, especially history or biographies.
What’s the most influential book you’ve read?
“Emotional Intelligence” by Daniel Goleman. While always a work in progress, it made me more aware of how my actions, tone, body language, etc. impact all of my relationships, both personal and professional.
What would you be doing if you weren’t at Aspiriant?
Teaching high school or college history classes.
At Aspiriant, Ben serves as a Director of Aspiriant Funds. He oversees the compliance, regulatory and financial operations of the Aspiriant Trust family of mutual funds as Chief Compliance, Secretary and Assistant Treasurer of the Aspiriant Trust.
Prior to joining Aspiriant, Ben was Assistant Vice President of Fund Administration at UMB Fund Services. He managed a team of up to 14 fund administrators, handling day-to-day client issues and overseeing board of trustee meetings, daily compliance matters, and the production of annual and semiannual reports. He also coordinated SEC filings for over 20 of UMB Fund Services’ clients, including mutual funds and closed-end funds. He specialized in startup funds and funds with unique regulatory structures, including the first open-end mutual funds structured as C-Corporations. Ben was a regular speaker at UMB Fund Services events and presented at the ICI Tax and Accounting Conference. He also served as an officer of three investment companies while at UMB Fund Services.
Ben’s industry experience dates back to 1999 and includes administration, fund accounting and shareholder services. He graduated from Marquette University with a bachelor’s degree in finance.