Ben Falcone, CFA

Managing Director, Client Portfolio Manager

Start Date
Industry: 1996
KAR: 2023
Education

B.A., Business Economics,
The College of Wooster

Prior Work Experience
  • Client Portfolio Manager – Vontobel
    Asset Management
  • Portfolio Manager & Partner – Echo Point Investment Management LLC
  • Portfolio Manager – Morgan Stanley Investment Management
  • Fund Analyst – BlackRock Inc./Merrill Lynch Asset Management

What Do You Enjoy Most About Your Job?

I enjoy working with prospects and clients across the institutional and retail global landscape. Being able to maintain and grow relationships with products that help their constituents achieve their long-term goals and aspirations is truly rewarding.

 

What Do You Enjoy Most About Working at KAR?

The high quality of all of the people at KAR and the focus on building client relationships, the willingness to collaborate and support in any way, the drive to have positive outcomes, and the humble manner with which everyone conducts their day-to-day work lives is truly remarkable.

What Are You Involved in Outside of Work?

When I am not working, I enjoy spending time with my family, traveling, and am an avid golfer.

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Ben Falcone, CFA

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