Eben Jose, CFA

Principal, Senior Vice President, Client Advisor & Director of Private Markets

Boston College, BA

Chartered Financial Analyst; Maine CFA Society, Member; LearningWorks, Board Member; Maine Preservation, Trustee; Maine Audobon, Finance Committee Member; Friends School of Portland, past Board Member

Eben loves helping people achieve their life goals through disciplined investment management. Prior to joining our team, he worked at Santander Bank as a Senior Portfolio Risk Analyst. In Portland, Eben has been involved in many boards and community organizations, including The Friends School of Portland, Learning Works, and Lift 360.

Eben lives in Falmouth with his wife Tori, their two sons Ebbe and Henry, and a Labradoodle named Bear. Outside of work, Eben has a passion for classic automobiles – collecting, driving, tinkering, and even just admiring. One of his favorite Maine activities is to take an early fall day trip up the coast with his family, stopping to explore all the parks, beaches and small towns along the way.