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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.  

A WEALTH OF INFORMATION

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The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

May 14, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

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By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

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