As a Client Relationship Manager, Ben provides a helpful and effective service to Affinia’s clients in his signature engaging manner. He works closely with the advisory and operations teams, as well as with outside professionals, to meet his broad range of responsibilities.
In supporting the advisory team, Ben provides meeting preparation and set up, as well as following up with meeting action items. He handles all account distributions, including Required Minimum Distributions (RMDs) and transferring money between accounts, runs portfolio reports, and communicates with the investment team to initiate trades and raise cash. Ben provides service and support for the firm’s trust accounts, including working with trustees and attorneys when they request trust distributions and information. He also provides the advisory team with pricing and various scenarios for life insurance and annuities.
Ben began at the firm as an onboarding specialist and as the firm grew, he expanded his responsibilities to become a Client Relationship Manager. His ultimate goal is to work as a financial advisor.
Ben is a graduate of the University of Hartford and has previously worked as an Assistant Manager at Enterprise Truck rentals after completing their management training program. He holds a Series 7 and SIE licenses with LPL Financial.
Ben lives in a multi-family building he renovated and owns in East Boston. He enjoys golfing, hitting the gym and watching documentaries in his free time,
Fun facts: A 375-yard drive, no problem. But don’t ask about his short game!