KORE Private Wealth
Ben Sax is a seasoned wealth management professional with extensive experience serving Ultra High Net Worth clients. Currently a Partner at Corient since December 2022, Ben previously held the position of Partner at KORE Private Wealth from June 2018 to December 2022. Prior to this, Ben served as a Managing Director at Merrill Lynch from 2009 to 2018 and co-led a wealth management team within the firm's Private Banking and Investment Group. Earlier in their career, Ben was also a Managing Director at UBS from 2003 to 2009, where Ben co-led a team in the newly formed Ultra High Net Worth management group. Ben holds a Bachelor's Degree in Psychology and Art History from Bowdoin College, completed between 1974 and 1978.
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KORE Private Wealth
KORE Private Wealth, an independent registered investment advisor, goes beyond face value to deliver purposeful and impactful wealth solutions to affluent investors. We have the experience as well as the mindset and high energy to anticipate, assess and address the unique and complex needs of the wealthy, so that they can feel confident and comfortable in every aspect of their financial lives.
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