Meet Ben
Ben is a Sr. Wealth Advisor based in New York, New York. He joined Mercer Advisors in 2017 through the acquisition of Novos Planning Associates, Inc. where he served for nearly six years and was an associate planner. Motivated by a belief in the importance of understanding financial markets, especially in the context of the U.S. financial system, Ben earned his BBA degree in finance from Pace University. He is a CERTIFIED FINANCIAL PLANNER® professional.
Ben’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Ben has focused experience in these areas:
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Designing financial plans for artists and entertainers navigating complexity and career shifts
- Aligning portfolios with purpose for clients pursuing values-based investing
- Helping tech founders plan through rapid growth and funding events — and what comes after the exit; experience with Microsoft employees
His working style
Ben brings a calm, thoughtful approach to his work. He listens well, takes time to weigh options, and doesn’t pretend to have all the answers. By putting himself in others’ shoes, he aims to understand what truly matters to them and to help guide decisions with care and clarity.
Ben in real life
Any words you try to live by?
Don’t compare yourself to others; the race is long and in the end its only with yourself.
Favorite thing about where you live?
New York has some of the best cuisines in the world. I enjoy that very much.
What keeps you busy outside of work?
I enjoy skiing, football, soccer, basketball, hockey, and golf.
Forbes Top Next-Gen Wealth Advisors, Best-In-State 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Ben’s Teammates
Mendim Gecaj
Principal
What Ben Says
Mendim and I bounce ideas off one another. We enjoy collaborating on client situations.
Edward Dunphy
Regional Vice President
What Ben Says
Ed is a great teammate. He gets the importance of matching clients and advisors.
Nicholas Semko
Managing Director, Channel Client Development
What Ben Says
Nick is a great leader to learn from and he is very approachable.
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