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Ben Solak

Ben Solak

Equity Research Analyst at F/m Investments LLC

Milwaukee, WI , United States

About

Ben Solak is an Equity Research Analyst at F/m Investments, LLC in Milwaukee, Wisconsin, where he specializes in analyzing large-cap equities for the Red Granite Large Cap Growth strategy. His primary sector focus is on the information technology sector, with exposure to other sectors such as communication services, consumer discretionary, health care, financials, and industrials, as reflected in the portfolio allocation of the strategy he supports.

Prior to joining F/m Investments in June 2022, Ben gained experience as a Fixed Income Intern at Dana Investment Advisors and served as an Executive MBA Corporate Finance Tutor at the University of Wisconsin-Milwaukee Lubar School of Business. His earlier roles have provided him with familiarity across both equity and fixed income research, enhancing his analytical expertise within growth-oriented strategies.

Ben holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Milwaukee. His multidisciplinary academic background also includes a Bachelor of Science in Unmanned Aircraft Systems from LeTourneau University and further studies at Harper College. He is recognized for his strong fundamental research skills and his contribution to identifying high-quality, growth-oriented investments within large-cap U.S. equities.

Career History

OrganizationRoleDate RangeDetails
F/m Investments, LLCEquity Research AnalystJun 2022 to Present
Equity Research Analyst at Red Granite Growth Group - an arm of F/M Investments. F/M Investments has $14B+ in assets across multiple strategies. • Covered the IT, TS, F and E sectors • Performed equit...
Dana Investment AdvisorsFixed Income InternJan 2021 to Jun 2022
Responsibilities: • Assisted portfolio managers with recommendations on individual IG credits and sectors • Helped determine proper pricing using Trace, Bloomberg Valuation, Advantage Data, and dealer...
University of Wisconsin-Milwaukee - Lubar School of BusinessExecutive MBA Corporate Finance TutorDec 2021 to Apr 2022
Tutored Executive MBA class on variety of topics including, but not limited to: • DCF Valuation • NPV, APV, IRR, WACC • Financial statement analysis • Acquisition Financing • Private Equity Valuation ...
Riverwater PartnersEquity Research Analyst InternMay 2021 to Sep 2021
• Perform fundamental analysis (inc. ESG analysis) on stocks and present data to senior research management • Pitched stocks in the financial technology and industrial sectors. Primarily focused on th...
ClarkeBike CrewMay 2018 to Aug 2020
Summer Season worker 2018, 2019, and 2020
UPSSeasonal HelperNov 2017 to Dec 2019
Seasonal Helper for Novembers and Decembers 2017, 2018, and 2019
The Orchard Evangelical Free ChurchFacilitiesJun 2017 to Aug 2018

Education

University of Wisconsin-Milwaukee

Bachelor of Business Administration - BBA, Finance, General

2020 2022

Harper College

2016 2019

LeTourneau University

Bachelor of Science - BS, Unmanned Aircraft Systems

2018 2018

John Hersey High School

2011 2016

Others at F/m Investments LLC (2)

NameRoleLocation
Jeffrey Rogers
Jeffrey Rogers
Senior Research AnalystMilwaukee, WI , United States
F
Francisco J. Bido
Senior Vice President and Senior Portfolio ManagerLawrence, KS , United States

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