Benjamin M. Lavine

Benjamin M. Lavine, CFA, CAIA, RICP has a diverse work experience spanning over two decades. Benjamin M. currently serves as the Chief Investment Strategist and Model Manager at Freedom Advisors, where they chair the investment committees overseeing systematic strategies. At WealthConductor LLC, they are an Advisory Board Member, contributing to the growth and development of the company's income distribution strategy. Benjamin also runs their own consulting firm, Ben Lavine Consulting, LLC, where they provide customized solutions and advice to investment firms. In the past, they worked as a Portfolio Manager at Batterymarch Financial Management and conducted research on investment managers as a Vice President at Wilshire Associates. Benjamin started their career as a Manager Research Analyst at Asset Strategy Consulting.

Benjamin M. Lavine, CFA, CAIA, RICP completed their education at UC San Diego, where they obtained a Bachelor of Arts (BA) degree in Political Science and Economics in 1995. Benjamin M. furthered their academic pursuits at the UCLA Anderson School of Management, earning an MBA with a focus on Business Administration and Finance from 2002 to 2005. In addition to their formal education, Lavine has obtained several additional certifications throughout their career. These include the Chartered Financial Analyst (CFA) designation from the CFA Institute in 1998, the Chartered Alternative Investment Analyst (CAIA) certification from the CAIA Association in 2016, and most recently, the Retirement Income Certified Professional (RICP) qualification from The American College of Financial Services in 2021.