Benjamin L.B. Garfield, CFA
Ben has 21 years of experience in the investment management industry.
Prior to joining Welch & Forbes in 2020, Ben was a Managing Director at Charles Schwab Investment Advisory, Inc. (CSIA). He served as a Client Portfolio Manager for the ThomasPartners Strategies and as a member of the ThomasPartners Portfolio Management Team. Ben joined ThomasPartners in 2007 prior to the merger of that firm with CSIA in 2018.
Prior to ThomasPartners, Ben was a Portfolio Manager at State Street Global Advisors, from 1998 to 2003, when his division was acquired by U.S. Trust (UST). From 2003 until 2007, he was a VP and member of a team responsible for the oversight and management of the UST New England division fixed income assets.
Ben earned a Bachelor's degree from Saint Lawrence University and an MBA from the F.W. Olin Graduate School of Business at Babson College. He is a CFA charterholder. Ben is assisted by Kaitlyn Leibowitz, who has been with the firm since 2015.
- Member, CFA Society Boston
- Member, CFA Institute