Benjamin Wertz

Benjamin Wertz has extensive experience in investment banking and financial analysis. With a background in economics from Williams College, Benjamin has worked at various firms such as M3 Partners, Edgemont Partners, KeyBanc Capital Markets, Société Générale, and Miller Investment Management. Benjamin has held positions ranging from Senior Associate to Investment Banking Analyst and Restructuring Analyst, gaining expertise in areas such as turnaround and restructuring, performance improvement, and transaction advisory. Benjamin is also FINRA registered and holds Series 63 and 79 licenses.