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About
Ben Pantalone is an Investment Senior Associate at Truepoint Wealth Counsel in Cincinnati, Ohio, where he is responsible for executing trades, assisting in asset allocation, and supporting the implementation of customized investment strategies for clients. His focus lies in broad-based asset allocation and investment management, with particular expertise in trading and general investment operations. Ben contributes to client portfolios that span domestic and international equities, fixed income, and diversified asset classes commonly utilized by high-net-worth individuals, families, and institutional investors.
Ben began his investment career with internships at GE Aviation, where he participated in the Financial Management Program, and at The Cincinnati Insurance Companies in specialty underwriting. Since joining Truepoint, he has played an integral role on the investment team, supporting the firm's evidence-based investment framework and assisting with strategic asset allocation.
Ben holds a Bachelor of Business Administration in Accounting and Finance from the University of Kentucky and has passed Level I of the Chartered Financial Analyst (CFA) exam as he works towards the full designation. His commitment to ongoing professional development and his experience across financial services and investment operations underpin his expertise in portfolio implementation and wealth management for a diverse client base.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Truepoint Wealth Counsel | Investment Associate | Aug 2022 to Present | — |
| GE Aviation | Financial Management Program Intern | Jun 2021 to Aug 2021 | — |
| The Cincinnati Insurance Companies | Cincinnati Specialty Underwriter Intern | Jun 2020 to Aug 2020 | — |
| BN Lawncare | Owner | Apr 2016 to May 2018 | — |
Education
University of Kentucky
Bachelor of Business Administration - BBA, Accounting and Finance
2018 — 2022
Others at Truepoint, Inc. (3)
| Name | Role | Location |
|---|---|---|
| Principal | Cincinnati, OH , United States | |
| Sr. Portfolio Manager | Cincinnati, OH , United States | |
| Sr. Portfolio Manager and Shareholder | Cincinnati, OH , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Gateway Investment Advisers LLC | Cincinnati, OH , United States | |
D Daniel Beckwith | Senior Vice President, Portfolio Manager | Gateway Investment Advisers LLC | Los Angeles, CA , United States |
| Chief Investment Officer | Fifth Third Wealth Advisors LLC | United States |