Marstone
Benjamin Baker, CFA has worked in the financial services industry for over 15 years. From 2014 to present, they have served as Director of Enterprise Sales and Project Manager at Marstone, Inc. Prior to that, they were Manager of Institutional Securities Management Reporting and Brokerage and Clearing Controller at Morgan Stanley from 2007 to 2014. Before that, they were an Operations Cash Specialist at Brown Brothers Harriman from 2005 to 2007.
Benjamin Baker, CFA attended the University of Florida from 2001 to 2005, where they earned a Bachelor of Science in Economics.
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Marstone
Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all. Its enterprise-ready solution, Powered by Marstone, enables financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances.