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Benjamin Barad

Advisor at Merrill Lynch

Benjamin Barad is a seasoned financial advisor at Merrill Lynch with a strong background in equity research, financial modeling, investment management, and asset allocation. He is a dedicated Chartered Financial Analyst (CFA) candidate and holds a Series 7 license. Benjamin's educational journey includes studying Economics at both Stanford University and Tufts University, where he obtained his Bachelor of Arts in Economics. Prior to his current role, Benjamin served as a Healthcare Analyst and a Consumer Analyst at Jmp Securities. Beyond his financial career, Benjamin also shares his passion for tennis as a former Tennis Instructor at Marin Tennis Club in San Rafael, California.

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Location

San Rafael, California