Ben Morgret

Ben is a Financial Advisor in The McRoberts Richmond Group at Baird Private Wealth Management. He joined Baird in January 2026. Prior to this role, Ben spent 7 years at Federated Hermes working as an institutional liquidity consultant covering corporations across the Mid-Atlantic region.  

Ben graduated from Saint Francis University in 2019, double majoring in Finance and Economics. While at Saint Francis, Ben was a scholarship member of the golf team, President of the Investment Club, and a member of the Society of Economic Analysis (SEA). In addition to his Bachelor of Science in Business Administration Degree, he currently holds his Series 7, Series 66, Life, Accident & Health Insurance Licenses, and is a Certified Investment Management Analyst® (CIMA®).  

Outside of work, Ben and his wife, Andrea, spend a lot of their time chasing their Australian Shepherd (Daisie) around the house. The rest of their free time is devoted to skiing, hiking, traveling, and cheering on the Pittsburgh Steelers as season ticket holders.