Ben Kleinberg CFA
Associate Portfolio Manager
Profile
Ben is a member of Addenda Capital’s Private Wealth team, working closely with senior portfolio managers to support client relationships and the delivery of customized investment solutions. He plays an active role in the client experience, contributing to onboarding, investment proposals, portfolio reviews, and broader operational initiatives across the platform.
Ben joined the Private Wealth team at Addenda Capital in 2025, bringing a decade of experience in the investment management industry. Prior to joining Addenda, he progressed through several portfolio management and equity research roles at both boutique investment firms and multinational banks.
Ben holds a Bachelor of Commerce with a major in Finance from Concordia University. He also holds the Chartered Financial Analyst (CFA) designation.