Ben Depalmo

Senior Associate

Role
Associate Wealth Advisor at HB Wealth
Location
Tampa, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ben Depalmo

HB Wealth is a national independent wealth management firm based in Atlanta that provides…

Experience

  1. Associate Wealth Advisor

    HB Wealth

    Sep 2024 — Present · Tampa, FL, US

    CFA Level Candidate with experience managing over $1B in assets across multi-asset class portfolios. Skilled in hands-on trading, tactical asset allocation, and performance attribution analysis. I specialize in building customized investment strategies that balance risk and opportunity, while supporting clients in achieving long-term financial objectives.

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Ben Depalmo — Associate Wealth Advisor at HB Wealth in Tampa, FL, US | Unifers