Benjamin Thompson

Benjamin Thompson Email and Phone Number

President and Chief Investment Officer | Delegate Advisors @ Delegate Advisors
Benjamin Thompson's Location
Charleston County, South Carolina, United States, United States
Benjamin Thompson's Contact Details

Benjamin Thompson personal email

n/a

Benjamin Thompson phone numbers

About Benjamin Thompson

I serve as the President and Chief Investment Officer of Delegate Advisors, an independent multi-family office based in Chapel Hill. Our mission is to work intimately with a small number of families across a wide spectrum of objectives to simplify their financial lives. We serve our clients through a combination of complex planning solutions, the bedrock of the portfolio, an expansive palette of investment solutions and thoughtful, personalized engagement. My industry experience has been shaped through portfolio management roles in the asset management units of Goldman Sachs and JP Morgan, the co-founding and leadership of boutique manager Samson Capital Advisors, and the leadership of the US asset management division of Fiera Capital, a multi-asset manager headquartered in Canada. My experience includes institutional and private clients, having worked with ultra-high net worth families for years throughout my career. Along the way, I have also had the good fortune to sit on the board of a US market regulator, as well as appear on CNBC and shows such as Wall Street Week commenting on market activity. My role at Delegate is primarily focused on strengthening existing processes and systems and innovating new best practices to enhance Delegate’s client experience while playing a leadership role for the firm’s investment platform. As Delegate continues to grow, it is critical we continue to add to our internal resources to both enhance the delivery of all that we do for clients, but also to ensure continued service for decades to come.

Benjamin Thompson's Current Company Details
Delegate Advisors

Delegate Advisors

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President and Chief Investment Officer | Delegate Advisors
Benjamin Thompson Work Experience Details
  • Delegate Advisors
    President And Chief Investment Officer
    Delegate Advisors Feb 2022 - Present
    Chapel Hill, Nc, Us
  • Fiera Capital Inc.
    Senior Advisor
    Fiera Capital Inc. Jun 2020 - Nov 2020
  • Fiera Capital Inc.
    President Of Fiera Capital Mutual Fund Series Trust
    Fiera Capital Inc. May 2017 - Aug 2020
  • Fiera Capital Inc.
    President And Chief Executive Officer
    Fiera Capital Inc. Nov 2015 - Jun 2020
  • Samson Capital Advisors
    Managing Principal, Chief Executive Officer
    Samson Capital Advisors Jun 2004 - Oct 2015
  • Municipal Securities Rulemaking Board
    Board Member
    Municipal Securities Rulemaking Board Oct 2010 - Sep 2014
    Washington, Dc, Us
    Chair of Nominating and Governance Committee 2012, Member of Steering Committee 2012-14
  • J.P. Morgan
    Managing Director, Head Of Tax Aware Fixed Income
    J.P. Morgan Jun 1999 - May 2004
    New York, Ny, Us
  • Goldman Sachs
    Vice President, Portfolio Manager
    Goldman Sachs Jun 1992 - May 1999
    New York, New York, Us
  • Chase
    Financial Analyst
    Chase Jul 1990 - May 1992
    New York, Ny, Us

Benjamin Thompson Skills

Hedge Funds Valuation Financial Modeling Investments Financial Analysis Portfolio Management Bloomberg Bonds Alternative Investments Private Equity Asset Management Equities

Benjamin Thompson Education Details

  • Colorado College
    Colorado College
    Economics

Frequently Asked Questions about Benjamin Thompson

What company does Benjamin Thompson work for?

Benjamin Thompson works for Delegate Advisors

What is Benjamin Thompson's role at the current company?

Benjamin Thompson's current role is President and Chief Investment Officer | Delegate Advisors.

What is Benjamin Thompson's email address?

Benjamin Thompson's email address is bt****@****tal.com

What is Benjamin Thompson's direct phone number?

Benjamin Thompson's direct phone number is +121230*****

What schools did Benjamin Thompson attend?

Benjamin Thompson attended Colorado College.

What skills is Benjamin Thompson known for?

Benjamin Thompson has skills like Hedge Funds, Valuation, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Bloomberg, Bonds, Alternative Investments, Private Equity, Asset Management, Equities.

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