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Profile
Benjamin V.
Werner worked as an Equity Research Associate at Pacific Crest Securities LLC from 2011 to 2012.
He then worked at StanCorp Investment Advisers, Inc. from 2012 to 2020, where he held the position of Senior Portfolio Manager from 2019 to 2020.
Werner earned an MBA from Portland State University in 2011 and an undergraduate degree from the University of Oregon in 2008.
Former positions of Benjamin V. Werner
| Companies | Position | End |
|---|---|---|
StanCorp Investment Advisers, Inc.
 StanCorp Investment Advisers, Inc. Investment ManagersFinance StanCorp’s retirement plan clients primarily invest in mutual funds, collective trusts and group annuity contracts. Investments are selected and retained based on their long-term adherence to specific performance and portfolio criteria. Portfolios are constructed based on mean return and variance analysis. For endowments and other organizations, the firm primarily invests in mutual funds but may include stocks, bonds and/or ETFs. These investments are used to populate allocations that are expected to produce returns and risk consistent with the client’s long-term objectives and risk tolerance. Mutual funds are selected and retained based on their long-term adherence to specific performance and portfolio criteria. Their fixed income and equity selections are based on fundamental and quantitative analysis. | Analyst-Fixed Income | 2015-12-31 |
Pacific Crest Securities LLC
 Pacific Crest Securities LLC Investment Banks/BrokersFinance Operates as a securities broker | Analyst-Equity | 2011-12-30 |
Training of Benjamin V. Werner
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
21
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Pacific Crest Securities LLC
Pacific Crest Securities LLC Investment Banks/BrokersFinance Operates as a securities broker | Finance |
Portland State University
 Portland State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Oregon
 University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
StanCorp Investment Advisers, Inc.
StanCorp Investment Advisers, Inc. Investment ManagersFinance StanCorp’s retirement plan clients primarily invest in mutual funds, collective trusts and group annuity contracts. Investments are selected and retained based on their long-term adherence to specific performance and portfolio criteria. Portfolios are constructed based on mean return and variance analysis. For endowments and other organizations, the firm primarily invests in mutual funds but may include stocks, bonds and/or ETFs. These investments are used to populate allocations that are expected to produce returns and risk consistent with the client’s long-term objectives and risk tolerance. Mutual funds are selected and retained based on their long-term adherence to specific performance and portfolio criteria. Their fixed income and equity selections are based on fundamental and quantitative analysis. | Finance |
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