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Benjamin Brigeman

Benjamin Brigeman

Founder and CEO

Ben has over 30 years of financial management and business experience as an executive of some of the country’s largest financial institutions. Starting in 1984 at KeyBank he was SVP of Key’s 401(k) and retirement business. In 1996, he moved to Charles Schwab, where eventually he became Head of Investor Services, Schwab’s retail organization, leading over 10,000 employees.

After retiring from Schwab, Ben has been working with private equity firms including Genstar Capital where he sits on the Advisory Board. In addition, he currently holds the positions of Chairman of the Board of Directors – Cetera Financial Group, along with being a Board Member at Ascensus, Inc., (the largest independent provider of retirement and college savings services in the US), Apex International, (a global leader in fund administration and fund accounting services), Institutional Shareholder Services, (the country’s largest provider of proxy services), and is also the Founder and CEO of Brigeman Enterprises, (a diversified holding company of business consulting and financial services).

Schedule time to connect with Ben.