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Work experience

Aug 2008Present

Portfolio Manager

As a Portfolio Manager based in Bangor, Ben assumes responsibility for and oversight of client portfolios, including individuals, families, endowments, foundations, businesses, and trusts; and he serves on the Company’s Investment Committee.

May 2005Aug 2008

Assistant Portfolio Manager

  • Working knowledge of the Portfolio Manager’s book of business due to servicing of clients and fielding client requests.The APM is a secondary contact to the client when the primary Portfolio Manager is unavailable to field a request.The APM also interacts with vendors and internal customers as necessary to accomplish service goals.
  • Monitoring of mutual funds – screening for new mutual funds while also watching the quality of the existing funds within the Mutual Fund Core List.
  • Support of Portfolio Managers through fulfilling client requests and meeting material preparation.
  • 401k New Business Development Support – analysis and comparison of prospects’ 401k products
  • Support of 401(k) clients/participants (allocation questions, update of monthly performance database, plan sponsor requests).
  • Participant Enrollment of 401(k) book of business.
May 2004May 2005

Trust Assistant

Merrill Merchants Bank
  • Support of Administrators and Investment team through fulfilling client requests and meeting material preparation


Chartered Financial Analyst Program

CFA Institute

When you sign up for the CFA Program, you become a candidate. As a candidate, you:

  • Study for three exams using an assigned curriculum
  • Take the three levels of the exams sequentially

If you pass all three exams, meet the professional and ethical requirements, and become a regular member of CFA Institute, you become a CFA charterholder.

The CFA charter provides you with a strong foundation for a variety of career choices in the investment profession.  Employers and media around the world recognize the CFA charter as the standard of professional excellence. And with such widespread recognition, CFA charterholders earn a significant competitive advantage for international employment.

May 2003May 2004

Master of Business Administration

The MBA program at the University of Maine emphasizes experiential, hands-on learning, teamwork, critical thinking and leadership while still delivering a core set of knowledge in the traditional business disciplines. Our MBA program produces graduates with practical business skills and a global perspective, but more importantly, produces business leaders who can think strategically and critically, who can adapt to change and foster change, who can inspire and lead, and who can create and convey a vision.

The Maine Business School is accredited by AACSB International --The Association to Advance Collegiate Schools of Business.  AACSB International accreditation assures stakeholders that business schools provide high-caliber teaching of quality and current curricula and produce graduates who have achieved specified learning goals.

Sep 1999May 2003

Bachelor of Science - Magna Cum Laude

The concentration in finance focuses on three general, interrelated areas: (1) the structure and functioning of financial markets and institutions (2) the methods of financing business operations; and (3) security selection and portfolio management for both individual and institutional investors. Recent graduates have been able to advance rapidly within their initial industry choice and also have been able to shift easily in response to attractive opportunities in other institutions.


Suzanne Moffatt

I assisted Suzanne with servicing her book of clients while we both were employed at Merrill Merchants Bank. Developed an excellent working relationship and we maintain contact. Feel free to phone her for a reference.

Mary Marin Lyon

During my tenure as board member and board president with Literacy Volunteers of Bangor, I have worked very closely with Mary in her capacity as Executive Director.  She can speak to my interpersonal, presentation and leadership abilities.  Feel free to phone or email for a reference.

Recognition Received

Directorship Experience

Literacy Volunteers of Bangor

Board of Directors, 2004-Present

President, Board of Directors 2006-2008

Literacy Volunteers of Bangor (LV-Bangor) provides free tutor support to adults with the lowest levels of literacy. Through trained and dedicated volunteers, LV-Bangor helps adults who want to improve their reading, writing, and/or English speaking abilities. In 1969, LV-Bangor became the first Literacy Volunteers of America affiliate in Maine and was one of the first state affiliates to be accredited with the national organization, ProLiteracy America. LV-Bangor serves roughly a 25-mile radius of Bangor; however, adult learners outside this area can receive assistance as volunteer tutors are recruited and trained. LV-Bangor employs a part-time executive director who oversees all the programming.

Organizational Accomplishments during Board Tenure (Fiscal Years '04-'08):

  • 146% annualized increase in Active Tutors
  • 122% annualized increase in Volunteer Hours
  • 222% annualized increase in Active English Language Learners
  • 54% annualized increase in Active Basic Literacy Learners
  • Implemented first organizational Strategic Plan & Strategic Planning Process
  • Literacy Volunteers of Bangor was awarded WLBZ-2 / United Way 2007 2 Those Who Care Agency of Distinction


Literacy Volunteers of Maine

Board of Directors, 2008-Present

Vice President, 2008-2009

Board Co-Chair 2009 - Present 

Literacy Volunteers of Maine is dedicated to providing increased access to literacy services for Maine adults who wish to acquire or improve their literacy skills. We do this by working to increase capacity in our statewide network, collaborating with other organizations to develop integrated literacy services throughout the state, and by educating policy makers and the general public to increase awareness of literacy issues. The primary role of the 14 local affiliates located throughout the state is to deliver basic literacy and English for Speakers of Other Languages (ESOL) instruction using a dedicated corps of well trained volunteer tutors. Literacy Volunteers affiliates help over 1,100 Maine adults reach their literacy goals each year. Volunteer tutors donate over $1,000,000 in tutoring services to make student dreams a reality.