Ben Greene

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Consumer Services

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Profile

Benjamin Scott Greene worked as an Investment Analyst at Strategic Wealth Partners Group LLC.
Prior to that, he obtained an undergraduate degree from Northwestern University in 2013.

Former positions of Ben Greene

Companies	Position	End
Strategic Wealth Partners Group LLC Strategic Wealth Partners Group LLC Investment ManagersFinance SWP’s investment philosophy emphasizes asset allocation, diversification, limiting volatility, avoiding over-reliance on historical data, and managing taxes prudently. The firm creates portfolios that are individualized to each client’s individual needs. They generally invest client assets among professionally managed investments such as mutual funds, ETFs, structured notes, external managers and other securities they believe are appropriate.	Analyst-Equity	-

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Training of Ben Greene

Experiences
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Linked companies

Private companies	2
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Strategic Wealth Partners Group LLC Strategic Wealth Partners Group LLC Investment ManagersFinance SWP’s investment philosophy emphasizes asset allocation, diversification, limiting volatility, avoiding over-reliance on historical data, and managing taxes prudently. The firm creates portfolios that are individualized to each client’s individual needs. They generally invest client assets among professionally managed investments such as mutual funds, ETFs, structured notes, external managers and other securities they believe are appropriate.	Finance

Private companies