Benjamin Janssen is an Associate Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients. His responsibilities include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.
As a member of the firm’s Portfolio Strategy Group, Ben helps to oversee Wescott’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
Prior to joining Wescott, Ben’s professional experience includes serving as a portfolio analyst with BNY Mellon, and a compensation analyst with a Philadelphia area healthcare organization.
Ben earned his bachelor’s degree from Penn State University, and his MBA in Business Administration from Southern New Hampshire University. While at Penn State, he was the captain of his rugby team.
Most recently, he passed the Certified Financial Planner™ (CFP®) exam, working towards fulfilling the experience requirement for his official certification.
Ben resides in Norristown, Pennsylvania with his wife, Kate, and their daughter.