John Benjamin, CFP®
Assistant Vice President
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 at the company. He focuses on delivering comprehensive wealth management strategies, including retirement planning, investment portfolio recommendations, tax-efficient strategies 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. Additionally, John 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 Level 3 USA Hockey-certified coach, John volunteers as an Assistant Coach at the high school level.