Ben Depalmo
Associate Wealth Advisor @HB Wealth
Tampa, FL, US
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WORK HISTORY
Sep 2024 — Present
Associate Wealth Advisor @HB Wealth
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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.
ABOUT BEN DEPALMO
HB Wealth is a national independent wealth management firm based in Atlanta that provides…
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