Portfolio Manager Associate
Ben joined Old Port Advisors in 2010 as a Portfolio Manager Associate. His duties at the firm are focused around three primary areas: client service, investment research and marketing. He works with the Portfolio Managers on a wide range of client-centered requests including preparation of client portfolio review packages, assisting with portfolio management and preparing financial planning projections.
Ben’s research duties are focused on fundamental analysis of the equity sector plus monitoring mutual funds, closed-end funds and REITS. Additionally, he is the in-house expert in our financial planning software and handles fixed income trading. Ben is a member of the Investment Policy Committee.
Ben recently began explaining "investment basics" for economics classes at Freeport High School. Prior to joining Old Port Advisors, Ben worked for Ameriprise in Portland. Ben earned a bachelor’s of science degree in Business Administration with a concentration in finance from the University of Southern Maine. He and his wife Heather live in Durham with their daughter Kennedy and son Mason.