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Ben Chittenden

Ben Chittenden

SVP, Portfolio Manager and Research Analyst at Westwood Wealth Management

Southlake, TX , United States

About

Ben Chittenden, CFA, is Senior Vice President, Portfolio Manager, and Research Analyst at Westwood Holdings Group, Inc., based in Southlake, TX. In his current role, he is responsible for portfolio management and research with a focus on multi-asset strategies, working closely on tactical allocation and income-oriented portfolios for institutional and individual clients.

Chittenden's specific sector expertise includes managing multi-asset portfolios, with significant coverage of income alternatives, tactical absolute return strategies, and U.S. value equities. He plays a key part in Westwood’s Income Opportunity Fund and integrates macroeconomic analysis into security selection and asset allocation decisions.

Previously, Ben served as Executive Director and Senior Equity Research Analyst at Oppenheimer & Co., where he led research on financial sector equities and contributed to firm-wide investment strategy from 2009 to 2018. He holds a BA in Mathematics and Economics from Bucknell University and brings over 15 years of experience in security analysis, portfolio construction, and asset allocation, with a recognized depth in both fundamental and quantitative analysis.

Career History

OrganizationRoleDate RangeDetails
Westwood Holdings Group, Inc.SVP, Portfolio Manager and Research AnalystOct 2018 to Present
Oppenheimer & Co.Executive Director, Equity Research - Senior AnalystJun 2013 to Sep 2018
U.S. Regional Banks and Specialty FInance
Oppenheimer & Co.Director, Equity ResearchFeb 2009 to Jun 2013
U.S. Financial Institutions - Commercial Banks, Investment Banks, Alternative Asset Managers BDCs and Exchanges
JP MorganVice President, Equity ResearchJun 2008 to Jan 2009
Cable & Satellite TV team
Bear StearnsVice President, Equity ResearchFeb 2007 to Jun 2008
P&C Insurance
Bear StearnsVice President, Financial Sector Sales SpecialistDec 2005 to Feb 2007
Bear StearnsTechnology, Media and Telecom Associate Sales SpecialistJul 2004 to Dec 2005

Education

Bucknell University

BA, Mathematics and Economics

2000 2004

Skills & Expertise

Equity Research
Private Equity
Series 7
Equities
Capital Markets
Bloomberg
Valuation
Financial Services
Financial Modeling
Investments
Equity Valuation
Securities
Alternative Investments
Fixed Income
Financial Analysis
Financial Markets
Chartered Financial Analyst
DCF
Economics
Financial Statement Analysis
Options
Investment Banking
Asset Managment
Investment Strategies
Series 63
Institutional Investments
Credit Analysis
Derivatives
Finance
Hedge Funds
Portfolio Management
Asset Management
Leadership
Microsoft Office

Others at Westwood Wealth Management (22)

NameRoleLocation
C
Christopher Hartman
Portfolio ManagerPhoenix, AZ , United States
D
Danyell Ackerman
AVP Trust TraderTX , United States
Frederic Rowsey
Frederic Rowsey
Vice President, Portfolio Manager, Research AnalystDallas, TX , United States
Jack Marecki
Jack Marecki
Senior AnalystNew York, NY , United States
Jose Angel
Jose Angel
AVP TraderHouston, TX , United States
Justin Taylor
Justin Taylor
Research AssociateHouston, TX , United States
Kimberly Mastrangeli
Kimberly Mastrangeli
VP TraderTraverse City, MI , United States
Kyle Martin
Kyle Martin
VP, Research Analyst and Portfolio ManagerDallas, TX , United States
Maria Asher
Maria Asher
Vice President, Senior Portfolio ManagerHouston, TX , United States
Matt Lockridge
Matt Lockridge
SVP, Head of U.S. Value and Senior Portfolio ManagerDallas, TX , United States
Showing 1-10 of 22 team members