Ben Sokol

Ben Sokol

Client Service Analyst
As a Client Service Analyst at Gresham, Ben supports the Client Service Team by working closely with Associates to ensure seamless management of client accounts and thoughtful execution of investment decisions.

Ben joined Gresham in 2025, bringing a strong academic foundation and a passion for client-centered financial service. His responsibilities include assisting with client relationship management, managing custodial accounts, processing investment transactions, and facilitating essential client documentation.

Prior to joining Gresham, Ben earned his degree in finance from the Kelley School of Business at Indiana University Bloomington. During his time there, he held internships in equity trading, and commercial & credit underwriting at a prominent proprietary firm and financial institution, gaining valuable experience in market analysis and client relations.

Outside the office, Ben can almost always be found outdoors—golfing in the summer and skiing during the winter months. He’s also a proud dog brother to Aspen and rarely turns down an opportunity to talk about all types of music.

Education Background
  • B.S. in Finance, Indiana University- Kelley School of Business