Senior Investment Strategist @ (September 2020 - February 2022)
Senior Analyst - Alternative Investments and Manager Research @ (December 2018 - September 2020)
Senior Investment Strategist @ (March 2017 - November 2018)
Investment Strategist @ (November 2013 - February 2017)
Investment Strategist Associate @ (September 2012 - October 2013)
Rotational Development Program - Investments @ (August 2011 - August 2012)
Fulbright Scholar @ (September 2010 - June 2011)
Principal Investments Intern @ (June 2010 - September 2010)
Summer Research Scholar - Economics Department @ (June 2009 - August 2009)
Ben Goetsch Education
Washington and Lee University
BA (Economics, German Language)
2006-2010
Gilman School 1994-2006
Ben Goetsch Skills
Alternative Investments
Asset Allocation
Product Strategy
Product Development
Investment Management
Investment Strategies
Equities
Asset Management
Equity Research
Emerging Markets
Portfolio Management
Investments
Financial Modeling
Mutual Funds
Financial Analysis
Strategy
Quantitative Research
Fixed Income
Private Equity
Wealth Management
Investor Relations
Capital Markets
Risk Management
Economics
Data Analysis
Bloomberg
Python (Programming Language)
FactSet Research Management
Microsoft Excel
Presentation Skills
Public Speaking
Cross-functional Team Leadership
Leadership
Private Credit
Quantitative Investing
Institutional Investments
Sustainable Investing
Barra
Limited Partnerships
FactSet
Frontier Markets
Index Funds
Institutional
Product Management
Morningstar
Alternative Investment Strategies
High Yield
Fixed Income Strategies
Ben Goetsch Summary
Ben Goetsch, based in New York, NY, US, is currently a SVP, Senior Investment Strategist at Bernstein Private Wealth Management. Ben Goetsch brings experience from previous roles at City National Rochdale and Northern Trust Asset Management. Ben Goetsch holds a 2006 - 2010 BA in Economics, German Language @ Washington and Lee University. With a robust skill set that includes Alternative Investments, Asset Allocation, Product Strategy, Product Development, Investment Management and more. Ben Goetsch has 2 emails and 2 mobile phone numbers on RocketReach.
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