Login
WealthyStreet Academy
Menu
Login
WealthyStreet Academy
Team Page Background
Ben Website Headshot (1)-1

Ben Samoylov, CFA

Portfolio Manager

Biography

Hi there, I'm Ben! I spent the first few years of my career studying to be an actuary, but one day I started trading options and was immediately smitten by the public markets. Within a few years, I found myself with a CFA charter and haven't looked back. I've spent nearly a decade accumulating market experience in environments ranging from mortgage wholesalers to advisory firms and family offices, and now I find myself at the intersection of my two favorite things; if you made a Venn Diagram of math and finance, a Portfolio Manager would be at the center.

When I'm not working, I'm probably playing a board game, binging a TV show, or checking out the newest local restaurant with my best friend and wife, Stephanie.

Responsibilities

  • Conduct detailed investment analysis on individual stocks and bonds as well as other investment vehicles
  • Work alongside advisers to ensure portfolios meet specialized client needs
  • Implement new investment ideas, monitor current portfolio strategies, and rebalance client accounts as necessary
  • Direct and oversee the administrative billing process on a quarterly basis
  • Lead all daily trading including trade setup, trade execution, and trade reconciliation

Education

  • Kettering University
    BS - Applied Mathematics
    Minor - Business Management 
    2015