Mr. O’Connor is an Investment Advisor in our Portland, ME office. He is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments, and foundations. Ben seeks to align each client’s investment strategy with their financial planning objectives by taking into consideration time horizon, risk tolerance, income requirements, taxes, and other unique factors. He also coordinates with family members, outside advisors and with other members of the clients’ professional team.
Prior to joining F.L.Putnam, Ben held various positions in institutional equity advisory and trading at firms including UBS, Jefferies, J.P. Morgan, and Barclays. He has over 10 years of industry experience.