Ben Kim
Analyst-Equity at Confluence Investment Management LLC
Profile
Mr. Benjamin J.
Kim, CFA MBA, is an Equity Analyst at Confluence Investment Management LLC.
He is responsible for the firm’s value-oriented equity strategies.
As an analyst, he performs market research and his primary area of coverage is the Industrials sector, specifically covering Capital Goods and Commercial & Professional Services.
He has over 25 years of investment experience.
Prior to joining Confluence in 2023, he served as a Portfolio Manager and Senior Research Analyst for a small cap value-oriented equity strategy and was the Director of the Fundamental Equity research team for Great Lakes Advisors.
Preceding his tenure at Great Lakes Advisors, he was an Investment Analyst at Harris Associates and a Securities Analyst for Skyline Asset Management.
Mr. Kim earned a Master of Business Administration with a concentration in finance and economics from University of Chicago and holds a Bachelor of Science in accounting from Indiana University.
Ben Kim active positions
Companies | Position | Start |
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Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients. | Analyst-Equity | 01/01/2023 |
Former positions of Ben Kim
Companies | Position | End |
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Great Lakes Advisors LLC
Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Director of Research - Equity | 01/01/2023 |
Skyline Asset Management LP
Skyline Asset Management LP Investment ManagersFinance Skyline Asset Management LP is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1995 and offers discretionary investment management services to corporate defined benefit and defined contribution plans (401(k)), endowments, foundations, public funds, and high net-worth individuals, and provides investment sub-advisory services for a mutual fund, AMG Managers Skyline Special Equities Fund. | Analyst-Equity | 31/01/2007 |
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Analyst-Equity | - |
Training of Ben Kim
Indiana University | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Skyline Asset Management LP
Skyline Asset Management LP Investment ManagersFinance Skyline Asset Management LP is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1995 and offers discretionary investment management services to corporate defined benefit and defined contribution plans (401(k)), endowments, foundations, public funds, and high net-worth individuals, and provides investment sub-advisory services for a mutual fund, AMG Managers Skyline Special Equities Fund. | Finance |
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Finance |
Great Lakes Advisors LLC
Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Finance |
Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients. | Finance |
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