John Benjamin is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional for Seventy2 Capital Wealth Management and plays an instrumental role in the investment selection process. He focuses on delivering comprehensive wealth management strategies, including retirement planning, investment portfolio recommendations, and liability management to attorneys, business owners, corporate executives and other high net worth clients.
Prior to joining Seventy2 Capital, John worked as a Financial Advisor at Morgan Stanley for three years where he specialized in financial planning, portfolio construction, and securities-based lending. Prior to Morgan Stanley, John spent eight years working as an equity securities investigator for the Financial Industry Regulatory Authority (FINRA), the independent regulatory organization of the securities industry. At FINRA, John's primary responsibilities were to protect the investing public and maintain the integrity of the U.S. financial markets by conducting market surveillance and comprehensive investigations of suspicious trading activity. John also has a background in energy trading and foreign currency markets.
John holds professional wealth management certificates in Investment Management Theory & Practice from the Yale School of Management and Certified Financial Planning from the University of Virginia. Additionally, John received an MBA from the University of Maryland University College and a Bachelor’s degree from the University of South Carolina. As a USA Hockey-certified coach, John volunteers as an Assistant Coach at the high school level.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.