Ben Waller
Portfolio Manager-Equities at WBH Advisory, Inc.
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Marc Jeffrey Hertzberg | M | - |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | 25 years |
Brian Hard | M | 77 |
Franklin & Marshall College
| 20 years |
Robert Brooks | M | 81 |
Franklin & Marshall College
| 18 years |
John Ciccarone | M | - |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | 31 years |
Bob Willen | M | - |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | 24 years |
Greg Bitz | M | - |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | 8 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Bryan Wulfsohn | M | 41 |
Franklin & Marshall College
| 4 years |
Tyler Bisset | M | - |
Franklin & Marshall College
| 4 years |
Seth Shuldiner | M | - |
Franklin & Marshall College
| 4 years |
Charlie W. Barber | M | - |
Franklin & Marshall College
| 4 years |
Mike Torney | M | - |
Franklin & Marshall College
| 4 years |
Matthew Henriksson | M | - |
Franklin & Marshall College
| 4 years |
Dominic Mammarella | M | - |
Franklin & Marshall College
| 4 years |
Allison Kelley | F | - |
Franklin & Marshall College
| 4 years |
Matthew Gittleman | M | - |
Franklin & Marshall College
| 4 years |
Sarah Malini George | F | - |
Franklin & Marshall College
| 4 years |
Daniel Coffman | M | - |
Franklin & Marshall College
| 4 years |
Michael Landberg | M | - |
Franklin & Marshall College
| 4 years |
Akhil Bery | M | - |
Franklin & Marshall College
| 4 years |
Lars Kerstein | M | - |
Franklin & Marshall College
| 4 years |
Brian Aleksa | M | - |
Franklin & Marshall College
| 4 years |
Arvin Grover | M | - |
Franklin & Marshall College
| 4 years |
Naomita Kulkarni | F | - |
Franklin & Marshall College
| 4 years |
Zain Rehman | M | - |
Franklin & Marshall College
| 4 years |
Bail Eric | M | - |
Franklin & Marshall College
| 1 years |
Edward Caesar Bryan | M | - |
Franklin & Marshall College
| 3 years |
Betsy Hackel | F | - |
Franklin & Marshall College
| 4 years |
Dan Wagner | M | - |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | 34 years |
Edward Kavyu | M | - |
Franklin & Marshall College
| 4 years |
Jared Orr | M | - |
Franklin & Marshall College
| 4 years |
Ryan Nelson | M | - |
Franklin & Marshall College
| 4 years |
William S. Zellweger | M | - |
Franklin & Marshall College
| 4 years |
Joshua T. Welk | M | - |
Franklin & Marshall College
| 4 years |
Nick Petrelli | M | 38 |
Franklin & Marshall College
| 4 years |
Andrew Reding Marshall | M | - |
Franklin & Marshall College
| 4 years |
Benjamin Jacob Hart | M | - |
Franklin & Marshall College
| 4 years |
Stephan Bisson | M | - |
Franklin & Marshall College
| 4 years |
Matthew Young | M | - |
Franklin & Marshall College
| 4 years |
Katherine Burke | F | - |
Franklin & Marshall College
| 4 years |
Kate Davis | F | - |
Franklin & Marshall College
| 4 years |
Aditya Bhave | M | - |
Franklin & Marshall College
| 4 years |
Benjamin M. Lurio | M | - |
Franklin & Marshall College
| 4 years |
Petar Atanasov | M | - |
Franklin & Marshall College
| 4 years |
Kelly Lee | F | 38 |
Franklin & Marshall College
| 4 years |
Jake Gladstone | M | - |
Franklin & Marshall College
| 4 years |
Nick J. Martowski | M | - |
Franklin & Marshall College
| 4 years |
Jeffrey Kellar | M | - |
Franklin & Marshall College
| 4 years |
Andrew Gern | M | - |
Franklin & Marshall College
| 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 48 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Ben Waller
- Personal Network