Ben Daly, MBA, CFA, CAIA, CFP®Senior Investment Advisor
Ben is a Senior Investment Advisor at the firm. He provides clients with customized investment advice tailored to achieve their goals and objectives. In his role, Ben works closely with clients to develop and execute a comprehensive investment strategy and assists with all aspects of clients’ investments.
Prior to joining Ballentine Partners, Ben served as a Senior Investment Director at Cambridge Associates, where he worked with both ultra-high net worth families as well as endowments and foundations. Previously, Ben served as the Investment Director at Cabot-Wellington, LLC – a multi-generational single-family office in Boston – where he oversaw $700M of individual, trust, and foundation assets. Earlier in his career, Ben was an Investment Associate at Windrose Advisors, an Investment Analyst in the Investment Strategies Group at Natixis Global Asset Management, and a Research Analyst at NEPC, LLC.
Ben is a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA), and a Certified Financial Planner™ (CFP®). He is a member of the CFA Institute and CFA Society of Boston. Ben graduated with a BS in Mathematics from the College of the Holy Cross and received his MBA from the Tuck School of Business at Dartmouth College.
Ben lives in Hopkinton, MA, with his wife, two kids, and two dogs. During his free time, Ben enjoys spending time with his family, tennis, soccer, golf, and basketball.