Ben Depalmo
Senior Associate
- Role
- Associate Wealth Advisor at HB Wealth
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Ben Depalmo
HB Wealth is a national independent wealth management firm based in Atlanta that provides…
Experience
Associate Wealth Advisor
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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