Benjamin Smith is a seasoned finance professional currently serving as a Senior Associate - Notes at CAIS, a position held since August 2025. Prior to this role, Benjamin worked as an Investment Specialist at Kestra Investment Management from June 2022 to August 2025 and held various positions at Charles Schwab, including Advice Consultant and Specialist for High Net Worth Representatives from September 2014 to June 2022. Early career experience includes a summer internship at Charlevoix State Bank in 2013 and serving as a Student Manager for the Tulane Men's Basketball team from September 2011 to March 2012. Benjamin holds a Bachelor of Science in Management with a focus on Finance and Marketing from Tulane University, earned in 2014.
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