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Ben Chittenden
SVP, Portfolio Manager and Research Analyst at Westwood Wealth Management
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westwood Holdings Group, Inc. | SVP, Portfolio Manager and Research Analyst | Oct 2018 to Present | — |
| Oppenheimer & Co. | Executive Director, Equity Research - Senior Analyst | Jun 2013 to Sep 2018 | U.S. Regional Banks and Specialty FInance |
| Oppenheimer & Co. | Director, Equity Research | Feb 2009 to Jun 2013 | U.S. Financial Institutions - Commercial Banks, Investment Banks, Alternative Asset Managers BDCs and Exchanges |
| JP Morgan | Vice President, Equity Research | Jun 2008 to Jan 2009 | Cable & Satellite TV team |
| Bear Stearns | Vice President, Equity Research | Feb 2007 to Jun 2008 | P&C Insurance |
| Bear Stearns | Vice President, Financial Sector Sales Specialist | Dec 2005 to Feb 2007 | — |
| Bear Stearns | Technology, Media and Telecom Associate Sales Specialist | Jul 2004 to Dec 2005 | — |
Education
Bucknell University
BA, Mathematics and Economics
2000 — 2004
Skills & Expertise
Others at Westwood Wealth Management (22)
| Name | Role | Location |
|---|---|---|
C Christopher Hartman | Portfolio Manager | Phoenix, AZ , United States |
D Danyell Ackerman | AVP Trust Trader | TX , United States |
| Vice President, Portfolio Manager, Research Analyst | Dallas, TX , United States | |
| Senior Analyst | New York, NY , United States | |
| AVP Trader | Houston, TX , United States | |
| Research Associate | Houston, TX , United States | |
| VP Trader | Traverse City, MI , United States | |
| VP, Research Analyst and Portfolio Manager | Dallas, TX , United States | |
| Vice President, Senior Portfolio Manager | Houston, TX , United States | |
| SVP, Head of U.S. Value and Senior Portfolio Manager | Dallas, TX , United States |