Ben performs an important role at Luna in the management of client portfolios, ensuring they are in keeping with each investor’s specific objective and risk tolerance. He also sits on the Luna Investment Committee as well as providing support to the senior management team and Chief Investment Officer.
Ben is a member of the Chartered Institute of Securities and Investment (CISI) and was awarded a Distinction in the CISI Private Client Investment, Advice and Management examination paper in the summer of 2022, having previously completed the CISI Investment Advice Diploma.