We are very excited to welcome Ben Legge as the newest partner to the Tall Oak Private Wealth team!
With over 27 years of industry experience, Ben has held various senior executive and portfolio management roles in the investment management industry. To highlight a few of his past appointments, Ben has held, among other, the following positions:
- President and Chief Investment Officer of Highstreet Asset Management, overseeing numerous funds, product and research renewal, institutional and private client businesses
- Chief Investment Officer of Windmill Hill Asset Management, the investment manager of three major philanthropic endowments associated with the Rothschilds
- VP and Portfolio Manager, part of the European equity team at Morgan Stanley Investment Management, managing multibillion dollar portfolios
- Partner at Invesco, overseeing international equity portfolios for institutional clients
Ben’s profound understanding of managing multi-asset global portfolios adds deep bench strength and will be instrumental in supporting the management of the Tall Oak Private Wealth Portfolios.
Ben resides in London, Ontario with his wife and two children.
“I am immensely happy to be joining the team at Tall Oak. The client focused approach and unique offering fits extremely well with my long-term capital appreciation approach to investing. I look forward to working with the team to help all of our clients achieve their financial goals.”
To learn more about Ben’s experience and expertise, please click here: Ben Legge