Ben Littman

Fondateur chez Pure Financial Advisors, Inc.

Profil

Mr. Benjamin Littman is a Founding Member & Corporate Development at Pure Financial Advisors, Inc. He has been with the firm since 2007.
As a founding member of the firm, Mr. Littman has held various leadership positions spanning Financial Planning, Investment Management, Technology Solutions, and M&A.
He was Pure’s first Chief Investment Officer, developing and scaling the tax overlay and trading platform, screening client accounts daily for asset location, tax loss harvesting, and rebalancing opportunities.
From there he moved into a technology solutions role, leading various software development projects driving value for Pure’s clients, advisors, internal teams, and management.
Now, as a member of the Corporate Development team, Mr. Littman's primary role is to consult with advisors and RIA principals who are looking to unlock their next phase of growth or create a succession plan through a monetization event.
He received both MBA and BS degrees from San Diego State University where he majored in Financial Services.

Postes actifs de Ben Littman

Sociétés	Poste	Début
Pure Financial Advisors, Inc.	Fondateur	21/03/2007

Formation de Ben Littman

San Diego State University

Masters Business Admin