Benjamin Holcombe

Benjamin Holcombe is currently the Vice President of Institutional Sales and Marketing. They have previously held positions as an AVP, Sales and Marketing and a Sales and Marketing Associate at Appleton Partners, Inc. Benjamin began their finance career as an Internal SMA Wholesaler at Federated Investors and later worked as a Registered Associate at Morgan Stanley. Their experience spans over a decade in the financial services industry, specializing in sales and marketing roles.