Trek Management


Chief Investment Officer

As a Certified Investment Management Analyst™ and Chartered Market Technician®, Ben started working in the investment and asset management business in 2004. Working with institutions, individuals and families, he focuses on wealth management and financial planning.  As the Chief Investment Officer, Ben heads up the Trek investment committee. Ben is also the author of the Trek Market Commentary

He is a graduate of California State University Sacramento with a degree in Finance and Economics. Outside of the office Ben spends time with his wife and four children. Ben is active in his church, which also includes volunteering in various ways in the local community. He enjoys driving four-wheel drive trails with his boys, working on his trucks with his friends and sons, and camping with his family.

See this advisor’s status, SEC Advisor Info

Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks “Certified Investment Management Analyst (SM),””Investment Management Consultants Association (SM),” and “IMCA (SM).” Use of the CIMA ® or Certified Investment Analyst (SM) signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.