Ben joined McCloskey Financial Group in 2024. As a Portfolio Manager, Ben specializes in conducting equity research, designing tailored multi-asset portfolios, and providing macroeconomic guidance to clients. He began his career at J.P. Morgan Private Bank in the Financial Sponsors Group, a group that oversees $100B in client assets, primarily advising over 950 private equity partners and their families.
A native of Philadelphia, Ben graduated from St. Joseph’s Preparatory School and has a bachelor’s degree in economics with a minor in Spanish from the University of Pennsylvania. He holds his Series 7 and Series 66 licenses and remains an active member in the community, volunteering with several philanthropic organizations such as Squash Dreamers, St. Joseph’s Preparatory School’s Young Alumni Leadership Council, and the Union League of Philadelphia.