Benjamin Kalman, CFA

Senior Investment Analyst

What attracted me to Threshold Group was the positive energy of all my colleagues, the values that are instilled in the culture, and the personal impact each and every one of us all have on our clients.

Ben Kalman is a Senior Investment Analyst at Threshold Group and is committed helping clients align their wealth to drive financial and impact outcomes. He is a member of the Investment Management and Research Team and is responsible for leading investment research for impact investments across a range of asset classes, conducting due diligence, monitoring performance, and contributing to overall investment strategy.  Ben has been instrumental in advancing the development of Threshold Group’s innovative impact investment platform, as well as contributing to the firm’s body of research on impact themes and overarching asset allocation initiatives. 

Professional Portfolio 
  • (2015–present) Senior Investment Analyst, Impact Investing, Threshold Group
  • Investment Analyst, Laird Norton Wealth Management
  • Investment Officer, City of Seattle
  • Associate Portfolio Manager, Charles Schwab Investment Management, Inc.
Education and Affiliations 
  • Chartered Financial Analyst
  • BS Degree, Business Administration, Finance, California State University-Long Beach - College of Business Administration
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