|Job Title:||Associate Portfolio Manager|
|Degree(s):||M. Business Administration|
|Expertise:||Banking and Finance|
|Industry:||Banking and Finance|
What makes you a good mentor?
I have recently made the transition from student to working professional and I feel that I can offer a lot of insight in that area. I have a diverse background academically, and experience competing as a high level athlete while completing a degree. I feel that my experiences academically, athletically, and professionally make me a valuable resource as a mentor to any student.
About Benjamin Felix
Benjamin works with PWL Capital’s clients to deliver portfolio recommendations and financial planning advice. He joined PWL in late 2013 after starting his career in financial services as a mutual fund representative for a large institution. Benjamin completed his MBA at Carleton University in 2014, was awarded the CFA Charter in 2016, and earned the CFP designation in 2017.