Benjamin Tso is a finance professional currently serving as Senior Manager of Strategic Finance and FP&A at Pontera, where they contribute to transforming wealth management for financial advisors. Prior to this role, they worked as a Manager of Strategic Finance at Juniper Square and previously held the position of Investment Associate at Churchill Asset Management, focusing on private equity investments. Benjamin began their career as an Investment Analyst at Nuveen and supported Professor Burton Malkiel as a Research Assistant while studying at Princeton University, where they earned a degree in Economics. Benjamin also participated in an undergraduate exchange program at The University of Tokyo.
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