G. Benjamin Mowenn
Levittown,PA
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Portfolio Administrator, Private Wealth Ser
Logan Capital Management
Newtown Square, PA
05.2024 - Current
- Responsible for managing over 100 client relationships, totaling over $300M in AUM.
- Lead the firm’s private client onboarding process, including investment planning, asset transfers, account opening, and portfolio implementation.
- Collaborate with Portfolio and Relationship Managers to build wealth management deliverables, including target asset allocations and cash flow/retirement plans.
- Identify opportunities to enhance the client experience, and make recommendations to firm partners.
Associate, Client Service
Tiedemann Advisors
Wilmington, Delaware
06.2022 - 05.2024
- Accountable for over 35 client relationships, totaling over $4 billion in AUM. Successfully onboarding 15 new client relationships.
- Responsibilities include processing cash and security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information within Portfolio Management Software.
- Reviewed and managed client subscription and redemption documents on behalf of junior team members.
- Researched and completed complex client and family office inquiries, responding to requests via phone, email, and external portals.
Analyst, Client Service
Tiedemann Advisors
Wilmington, Delaware
03.2021 - 05.2022
- Partnered with assigned Wealth Advisors and Client Service Associates teams to service the firm’s Ultra High Net Worth clients.
- Coordinated with the investment team on the initiation of trades with various managers and custodians, as well as providing general support for portfolio and investment strategies.
- Managed cash and security movements, including deposits, withdrawals, gifting, wires, capital calls, and journals.
- Facilitated paperwork and cashiering transactions with external, separate account managers, limited partnerships, and private equity funds.
Education
Bachelor of Science - Business Administration, Marketing (Business Development), Management, and Leadership
La Salle University
Philadelphia, PA05.2020
CFP Program participant -
Bryant University
04-2024
Skills
Salesforce, Addepar, Schwab, Fidelity, Microsoft Suite, E-Money, Orion, Redblack
Certification
- SIE (Securities Industry Essentials)
- Series 63 - Uniform Securities Agent State Law Exam
Affiliations
Sigma Phi Epsilon Fraternity – Alumni Board Treasurer
- Mentored undergraduate members; managed chapter assets and alumni engagement.
Philadelphia Special Olympics – Annual Polar Plunge Team Leader
- Led a 50+ person team and fundraising efforts for four consecutive years.
Smith’s Memorial Playground – Volunteer
- Annual participant helping maintain and clean a local Philadelphia park.
St. Baldrick’s Philanthropy
- Three-year participant in annual head shave fundraiser for childhood cancer research.
Timeline
Senior Portfolio Administrator, Private Wealth Ser
Logan Capital Management
05.2024 - Current
Associate, Client Service
Tiedemann Advisors
06.2022 - 05.2024
Analyst, Client Service
Tiedemann Advisors
03.2021 - 05.2022
Bachelor of Science - Business Administration, Marketing (Business Development), Management, and Leadership
La Salle University
CFP Program participant -
Bryant University