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Operations

Ben Callahan

Client Service Specialist

Ben is a client service specialist at Breckinridge. In his role, he provides support to clients for all lifecycle events including new account on-boarding, account changes and terminations. Ben has been with the firm since 2023 and has over nine years of experience. Prior to Breckinridge, he was a senior operations associate at Archerman Capital. Ben has also held positions in the Portfolio Operations group at Fisher Investments, and at State Street Corporation in the Investment Manager Services and Compliance divisions. Ben holds a B.A. in finance and economics from the University of Massachusetts Amherst.