As a Client Service Associate, Benji serves as a liaison between our Wealth Planners, Portfolio Manager, custodians, and clients. Benji works closely with Team Rosenbaum’s Portfolio Manager to accomplish time sensitive tasks and processes client-directed requests. Benji looks forward to building his knowledge and experience so that he can eventually trade and make investment decisions for our clients. In his Client Services role, he will play a larger part in the relationship with our clients by giving financial advice and enhancing our clients’ lives by providing worry free solutions to some of their daily stressors.
Benji attended the University of Oregon where he earned a Bachelor of Science degree in Business Administration. Prior to joining Coldstream, Benji worked as a Hebrew School Assistant at his synagogue, then as a camp counselor at a Jewish summer camp. Moving into the finance world, he was a marketing intern at Crowdsense.ai, a trading information software company, and then worked as an intern at Coldstream before becoming full-time. Benji looks forward to starting his finance career in the wealth management space.
MOST TREASURED THING I OWN
A necklace that was passed down from my grandfather, or my Alex Ovechkin Washington Capitals and Damien Lillard jerseys!
ONE PIECE OF ADVICE
Be nice and try to make a connection with everyone you meet! You never know what you have in common with someone; new friends and acquaintances can come from anywhere! The best kind of learning I have experienced is through person-to-person relationships and everyone has something to teach you!
I love playing, coaching, and watching sports, especially basketball. I also go to see live music and music/arts festivals, camping, hiking, swimming, exercising, cooking and eating, traveling, participating in the Jewish community, and I always love to spend time with friends and family.