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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| F/m Investments, LLC | Equity Research Analyst | Jun 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 Advisors | Fixed Income Intern | Jan 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 Business | Executive MBA Corporate Finance Tutor | Dec 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 Partners | Equity Research Analyst Intern | May 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... |
| Clarke | Bike Crew | May 2018 to Aug 2020 | Summer Season worker 2018, 2019, and 2020 |
| UPS | Seasonal Helper | Nov 2017 to Dec 2019 | Seasonal Helper for Novembers and Decembers 2017, 2018, and 2019 |
| The Orchard Evangelical Free Church | Facilities | Jun 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)
| Name | Role | Location |
|---|---|---|
| Senior Research Analyst | Milwaukee, WI , United States | |
F Francisco J. Bido | Senior Vice President and Senior Portfolio Manager | Lawrence, KS , United States |
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| Principal | Marshfield Associates | Washington, DC , United States | |
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M Monte Jahnke | Principal | Independent Advisor Alliance | Harrisville, MI , United States |
C Carl Venter | Principal | Independent Advisor Alliance | Chicago, IL , United States |