Ben Klamo, CFA®
Gainplanner, Investment Committee Member
Bachelor of Economics, University of Michigan / Master of Business Administration, Wayne State University
Ben’s interest in money and investing began early in life. He bought his first stock at age 12 and never looked back – that stock was McDonald’s.
Trading has been Ben’s passion ever since. When the opportunity to bring institutional investing to retail clients and work alongside a talented team presented itself, Ben knew it was a perfect fit.
As an integral part of our Investment Committee, Ben is driven by data and he meticulously applies it to our investment management process, allowing the investment committee to care for your finances. When he is not busy working hard for your money, Ben loves to spend time with his wife and two boys.
Ben is currently a Level III candidate in the CFA Program.