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Investment Strategy

Ben Smelser

Senior Vice President
Director of Business Systems

Ben, senior vice president, is director of business systems for Breckinridge. He is also a member of the firm’s Sustainability Committee. In his role, Ben is responsible for overseeing and coordinating technology strategy and implementation among the business groups. Ben joined Breckinridge in 2010 with the client administration team and joined the research team in February 2011 as an associate, rising to a senior analyst in 2013. Ben then joined the trading team at the end of 2013 and was promoted to head of municipal trading in 2018, where he led all tax-exempt trading prior to being promoted to his current role. He served as a member of the 2017 MSRB Investor Advisory Group. Ben holds a B.S. in finance from Southeastern University and an MBA in economics and management from the Elkin B. McCallum Graduate School of Business at Bentley University. Ben currently holds a Series 65 license. He is based in San Diego.