Investment Operations Specialist
Benjamin Clark graduated from Texas A&M University-Corpus Christi with a degree in finance as a team captain and shot put school record holder for the men’s track and field team. He started his career with Equitable in 2019 as a financial professional before transitioning into the Investment Operations Specialist role with CBG Wealth Management in 2020. As a member of the team, Benjamin provides support in regard to portfolio management and operations with clients as well as internally. He is currently a CFA candidate, trying to increase his ability to best serve the CBG Wealth family of clients.
Benjamin lives in Dallas and enjoys playing golf, traveling, supporting the Arkansas Razorbacks, and writing music. His debut EP Windmills & Watertowers was released in 2020.
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