Ben Webb, CFA®

Director Investment Strategy Team



Ben Webb, CFA®, is a Director on Balentine's Investment Strategy Team. In this role, he conducts research, data aggregation, portfolio analysis, and performance attribution. Prior to joining Balentine, he spent more than two years at Towers Watson, working predominately with institutional clients.

Ben is a CFA® charterholder and sits on the programming committee of CFA Society Atlanta. Additionally, he is a member of the Young Southern Capital Forum.

Ben is a veteran of the United States Navy, where he served as a nuclear reactor plant operator and as a nuclear mechanic onboard a submarine.

Ben Webb, CFA®
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BA, Kennesaw State University


Towers Watson, Investment Analyst

Woodruff Arts Center, Engineering & Maintenance Supervisor

United States Navy, Machinist’s Mate Nuclear

Professional affiliations & awards

CFA Charterholder

CFA Society Atlanta, Programming Committee

Vistage Emerging Leader Program, Member

Young Southern Capital Forum, Member

Community involvement

Extra Life, Volunteer


How and why did you get into this business?

I was in college studying management during the 2008 Financial Crisis. I become fascinated with the capital markets and their interconnectedness; as a result, I immediately changed my major to finance. I was fortunate to land a job in the finance industry right out of college and gained a very wide-angle view of investing.

How does the work you do make a difference?

I try to arm our relationship managers with the best possible information so they can offer clients meaningful insights into our strategies and managers.

What are the big issues that Balentine and companies like it need to solve to truly benefit the parties they serve?

Ensuring the fee that clients pay is well deserved. It is a passion of mine to lower the fee drag from the investors to the capital markets. Businesses like ours need to ensure that we add value over and above our fee.

What was your hardest lesson learned and how did you learn it?

Do not take on more than you can handle. While it still gets reinforced from time to time, I first learned it right out of school, when I thought I could balance much more than I should have.

Where is the most exotic place you have ever been?

I lived in Hawaii for three years during my time with the U.S. Navy, and now everywhere else pales in comparison.

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