Ben E. Wallace is director of investments and a partner at CM Wealth. He is a member of CM Wealth's investment committee, senior leadership team, client service committee, and compliance committee. He is also chair of the firm’s cybersecurity committee. Ben joined CM Wealth in 2018.

Ben's focus includes working on both public and private capital investment strategy. He is actively involved in sourcing, selecting, and monitoring managers for traditional equity, fixed income, special situation, and private equity asset classes. In addition, he works closely with clients on investment allocation and strategy. He also leads the firm’s private capital operations team.

Prior to joining CM Wealth, Ben served as an investment analyst at RMS Investment Group, the family office for the founders of Forest City Enterprises. His responsibilities included sourcing, performing manager diligence, and monitoring managers for traditional equity, fixed income, special situation, and private equity asset classes. Prior to that, Ben spent time at Site Centers (formerly DDR Corp.) as a senior accountant and accounting professional management trainee. Ben received his B.S. from Kent State University, with a major in accounting. He is a chartered financial analyst and certified public accountant. He is a member of the CFA Society of Cleveland.

In his free time, Ben enjoys spending time with family and friends, boating, hunting, fishing, and other outdoor activities. He is an avid Ohio State and Cleveland sports fan.