BJ

Benjamin Jaffe

Senior Vice President, Regional Director at iCapital Network

Benjamin Jaffe has a diverse and extensive work experience spanning several reputable financial institutions. Benjamin currently holds the position of Senior Vice President, Regional Director at iCapital, where they lead a team that assists private wealth advisors and clients in identifying and customizing structured notes. Prior to joining iCapital, Benjamin worked as Vice President, Business Development Director at Morgan Stanley PWM and Vice President at Deutsche Bank, where they ranked as one of the top teams globally and catered to ultra-high net worth families. Benjamin also served as a Financial Advisor at UBS and Vice President, Business Strategy at U.S. Trust, where they focused on improving clients' access to credit products. Benjamin's early career included roles as a Director at Morgan Stanley, Analyst at Scott-Macon, and Analyst in the CFO, Finance & Accounting Rotational Program at Merrill Lynch.

Benjamin Jaffe attended Muhlenberg College from 1999 to 2003. It is not specified if they obtained a degree or studied a specific field during their time there. Additionally, they attended Maastricht University for International Business, although the exact dates of their enrollment are not provided.

In terms of certifications, Benjamin obtained certifications in Series 63, Series 65, and Series 7 from FINRA (Financial Industry Regulatory Authority). However, the specific months and years when they obtained these certifications are not mentioned.

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Previous companies

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Morgan Stanley logo
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Timeline

  • Senior Vice President, Regional Director

    March, 2022 - present

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