At Newfound Research, we strive to surround ourselves with clients and partners that complement our core abilities. That is why we are so excited to announce that Benjamin Gross will be joining our team as Vice President of Product Development and Quantitative Strategies.

We are excited to add Benjamin to our team not only for the technical knowledge and skills that he brings to our firm, but also for the passion and integrity with which he approaches developing dynamic portfolio strategies and managing risk.  Benjamin will be primarily focused on developing new methods and models of dynamic risk-management, innovative new investment products, as well as new applications of our existing technology. He will also play a critical role in developing new business channels and client relationships.

Before joining Newfound Research, Benjamin was awarded Rookie of the Year at AXA Advisors, LLC as the highest grossing first year financial planner in the Atlanta Southeast Division. He subsequently was chosen by the executive leadership team to join the Wealth Management Group, where he designed portfolio allocation strategies and investment policies.  It was at this time when he became intrigued by the disparity in asset allocation strategies between the institutional and retail investor.

Benjamin was inducted into the national honors society of Beta Gamma Sigma when he completed his Bachelors of Business Administration at the Goizueta School of Business at Emory University. He later received his MS in Computational Finance from Carnegie Mellon University.  He decided to pursue his MS in Computational Finance while attending a seminar at the Wharton School of Business, where faculty members urged him to continue studying the merits of dynamic optimization in the context wealth management.

Welcome, Benjamin. We look forward to everything you will bring to the Newfound Research team.