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Ben Pantalone

Ben Pantalone

Investment Associate at Truepoint, Inc.

Cincinnati, OH , United States

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

OrganizationRoleDate RangeDetails
Truepoint Wealth CounselInvestment AssociateAug 2022 to Present
GE AviationFinancial Management Program InternJun 2021 to Aug 2021
The Cincinnati Insurance CompaniesCincinnati Specialty Underwriter InternJun 2020 to Aug 2020
BN LawncareOwnerApr 2016 to May 2018

Education

University of Kentucky

Bachelor of Business Administration - BBA, Accounting and Finance

2018 2022

Others at Truepoint, Inc. (3)

NameRoleLocation
Tom Bentley
Tom Bentley
PrincipalCincinnati, OH , United States
Josh Kommer
Josh Kommer
Sr. Portfolio ManagerCincinnati, OH , United States
Lauren M. Niestradt, CFP®, CFA
Lauren M. Niestradt, CFP®, CFA
Sr. Portfolio Manager and ShareholderCincinnati, OH , United States

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