Ben Ivey, CFA

Senior Investment Analyst

As Senior Investment Analyst, Ivey’s responsibilities include supporting the CEO-CIO of Marshall Street Capital and its third party investment advisors in the management of generational capital across all asset classes. He is involved in the due diligence, selection and ongoing monitoring of all external investment managers and serves on MSC’s Investment Subcommittee.

Prior to his Senior Investment Analyst role, Ivey served as a Senior Associate Banker in Milwaukee post-MBA and as a Summer Associate with J.P. Morgan Private Bank in 2020, where he advised high net worth families around comprehensive investment and planning solutions. Prior to business school, Ivey was AVP, team lead and Portfolio Analyst with PPM America, Inc. in Chicago from 2015-2019. Previous positions also included CDO Analyst with US Bank Corporate Trust and at Credit Suisse from 2012-2014.

Ivey is actively involved with the Milwaukee community where he enjoys volunteering with the Ice Age Trail Alliance, Milwaukee Habitat for Humanity and Hunger Task Force.

Ivey attended the University of North Carolina where he received his MBA from the Kenan-Flagler Business School and separately graduated with a Bachelor’s degree in Communications Studies. He is also a CFA® charterholder.