Building Businesses in Financial Services

Ben grows alternative asset management and insurance businesses. He has particular expertise in helping managers navigate opportunities in insurance, permanent capital, wealth, and partnerships with traditional asset managers and other financial institutions.

My Background

 

I am an investor and business builder interested in areas experiencing significant change or growth. I worked with some of the world’s largest traditional and alternative asset managers as well as top 10 North American insurance carriers and banks to develop growth strategies and transform their businesses. Before business school at Stanford, I was the youngest director at Apollo, a large alternative asset manager.

I also enjoy teaching and writing about various segments of financials services. For example, I guest lecture at West Point Military Academy on investment theory and its application and I publish research such as a 30-page report on corporate distress and its links to debt markets.

 

Senior Vice President,
Aquarian Holding

2026 – Present

FIG Consultant,
McKinsey & Company

2021 – 2025

Chief of Staff,
Bridgewater Associates

2025

Co-Founder & FIG Investor,
Long Term Care Insurance Holding Company

2022 – 2023

Director,
Apollo Global Management

2017 – 2020

Consultant and Venture Investor,
Mercer

2015 – 2017

Guest Lecturer,
United States Military Academy, West Point

2024 – Present

Master of Business Administration,
Stanford Graduate School of Business

Bachelor of Arts
Columbia University

Transaction Experience

Select transactions I worked on as an investor or advisor (deal type in parenthesis):

  • NewCo Annuities Carrier (De Novo Business Build) - Architected new, digital-first insurance carrier. Diligenced 2 M&A candidates to accelerate the build

  • Private Credit SPV (Spinout) - Spun $1B–$10B LevFin business out of a bank into a GP joint venture

  • Athene Asset Management (Merger / re-org) - Led workstreams of Apollo’s largest merger/re-org prior to 2022

  • PK AirFinance (Asset Sale) - Led workstream of Apollo and Athene purchase transaction of GE Capital’s PK AirFinance (ABF)

  • Sun Edison’s C&I unit (Bankruptcy Sale / Spinout) - Developed due diligence, integration, and retention plan for 363 Sale of energy transition private credit direct lender, buyside