Benjamin Roe

Benjamin Roe is a dedicated professional with experience in community economic development and wealth management. Currently serving as a Community Economic Development Volunteer for the Peace Corps since October 2023, Benjamin previously achieved recognition as a Global Finalist in the CFA Institute Investment Research Challenge, producing an in-depth report on Advanced Micro Devices, Inc. As a Wealth Management Analyst at Quantumvest, essential skills in portfolio building and financial planning were developed alongside knowledge of crucial retirement vehicles such as 401(k) and Roth IRA. Early leadership experience was gained as a Shift Lead at Cruisers Sub Shop, LLC, overseeing a team of employees. Benjamin holds a Bachelor of Business Administration in Finance and Financial Management Services from California Polytechnic State University-San Luis Obispo and an Associate of Arts in Economics from San Diego Mesa College.