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Ben Stevens-Smith

Client Service Manager

Ben Stevens-Smith strives to assist clients with a focus on attention to detail and a warm personality. He is working towards becoming an Advisor next year and is currently pursuing his CFP® certification.   

Ben joined Moneta in 2024, moving from the Bay Area, California to join the Berry Machnowski Team in the Boston area as a Client Service Manager. He previously worked as the Senior Graphics operator for NBC Sports Bay Area/California. This role cultivated a strong affinity for statistical analysis, multi-tasking, and succeeding under the pressure of live on-air productions. 

Ben enjoys travelling whenever possible and has lived abroad in Germany and Spain, giving him a broad perspective to engage with people. When outside the office, Ben is an avid skier, having grown up ski racing in New Hampshire, and enjoys golfing and hiking during the summer.  

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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