Ben Helvey

Team Portfolio Manager, Senior Vice President

Prior to joining Rockefeller, Ben was a Vice President in the Private Wealth Management division of Morgan Stanley for seven years. He also served as a Director in the Private Banking (USA) division of Credit Suisse from 2008 to 2013 and was a Vice President in the Private Investment Management division of Lehman Brothers from 2004 to 2008. Ben began his Wall Street career at Oscar Capital Management in 2001.

He earned an MBA in finance from the Anderson School of Management at UCLA and a BA in Economics from Westmont College. Ben is a CFA Charterholder and a member of the CFA Society of Los Angeles. He is a supporter of UCLA’s Jonsson Cancer Center Foundation and the British Columbia Cancer Foundation.

Ben lives with his wife and two sons in Rolling Hills, CA.