Ben Spidale

Edward Jones Generations Team Leader | Scottsdale, AZ

Role
Team Leader, Generations at Edward Jones
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers

About Ben Spidale

I lead a team of Senior Portfolio Strategists at Edward Jones that partner with our HNW clients and our advisor teams to implement investment portfolios that align with each client’s financial plan. Before taking on my first leadership role, I spent 10+ years as an investment analyst across Vanguard and Mercer specializing in portfolio analytics and portfolio construction. Proficient in FactSet, Morningstar Direct, and Bloomberg.

Experience

  1. Team Leader, Generations

    Edward Jones

    Dec 2024 — Present · AZ, US

    I lead a team of Senior Portfolio Strategists that partner with our HNW clients and our advisor teams to implement investment portfolios that align with each client’s financial plan.

Education

  • Easton Area High School

    High School Diploma

    2002 — 2006

  • University of South Carolina

    Bachelor of Science (B.S.), Finance, General

    2006 — 2010

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Ben Spidale — Team Leader, Generations at Edward Jones in Scottsdale, AZ, US | Unifers