Associate, Portfolio Administration
Matthew Mendelsohn is an Associate of Portfolio Administration. He is the point of contact for questions regarding the terms of your relationship with Ben Franklin. Previously, Matt worked at Bank of America Merrill Lynch as a specialist advisor assisting beneficiaries inherit and reinvest funds left to them. He was a fully licensed advisor holding both his series 7 and 66 and recognized as a top performer for one quarter.
Matt is a graduate of Drexel University, graduating with honors with a degree in finance. His studies included private equity, portfolio theory, and numerous entrepreneurial courses. Matt holds a black belt in Jujitsu after training for 11 years and is an Eagle Scout. He also volunteered his time in the Medical Reserve Corps (MRC) in Mercer County New Jersey, assisting nurses, veterinarians, and the community.