Ben Lakoff is a Chartered Financial Analyst (CFA), entrepreneur, and investor. His background in the world of finance is truly global in scale thanks to several multi-year international assignments in Latin America, the Middle East, Southeast Asia, and Central Europe. Mr. Lakoff’s  experience is quite broad having worked in most major areas of corporate finance at one time or another. He has recently taken an interest in  entrepreneurial projects, helping create, scale, and lead several fin-tech startups.

Mr. Lakoff’s extensive experience in financial markets around the world makes him a tremendous asset to The Rodman Law Group, and his continent spanning background makes him a great fit for our clients’ needs. When clients of the firm need assistance with company valuations, asset pricing, comprehensive reviews of financial models, evaluating intangible assets, or understanding forward looking statements for a proposed venture,  Mr. Lakoff works with firm attorneys to provide in-depth yet easy to understand analyses quickly, accurately, and efficiently. Clients appreciate that Mr. Lakoff’s skillset is available in-house as it saves them the headache and added expense of having to retain additional service providers in situations that require extremely high level financial acumen.

Mr. Lakoff graduated in the top of his class at Ball State University, and in addition to his CFA certification he has passed the Series 7 and Series 66 exams, and is fluent in English, Spanish, and Portuguese. You can read more about Mr. Lakoff here.

 

Professional Affiliations, Licenses & Certifications

  • Chartered Financial Analyst – CFA Institute
  • Series 66 – FINRA
  • Series 7 – FINRA

Education

  • BA – Ball State University  2009

Specialties

  • Financial Planning & Analysis
  • Mergers & Acquisitions
  • Project Management
  • Financial Modeling
  • Distributed Ledger Technology
  • Management
  • Equities
  • Venture Capital

Positions Held

  • Director – TDAX
  • Head of Planning and Reporting – RMA Group Company Limited
  • Head of Planning, Controlling, and Treasury – RMA Group Company Limited
  • Senior Financial Analyst – Ball Corporation
  • Private Banking Analyst – J.P. Morgan Current