Report
Quarterly Market Review Q3 2026
Stronger-than-expected growth, persistent inflation, and higher interest rates shaped the third quarter of 2026.
About Ben
As an Investment Portfolio Officer, Ben Marston manages discretionary investment portfolios for individuals, families, and institutions. He develops and implements strategies aligned with clients’ long-term goals and risk tolerance, applying investment research, portfolio analysis, and disciplined decision-making to navigate changing market conditions.
Ben holds a Bachelor of Science in Business Administration, Finance, from San José State University and is a CFA Level III candidate. Before entering investment management, he worked in corporate finance at Epic Systems, where he built a strong foundation in financial modeling and data analysis. That experience continues to inform his approach to portfolio management.
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