Eben Jose, CFA

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

Boston College
Phillips Exeter Academy

Organizational Involvement:
– Maine Maritime Museum Trustee
– Maine Preservation, Trustee
– Maine Audubon, Trustee
– Maine CFA Society, Member
– LearningWorks, past Board Member
– Friends School of Portland, past Board Member

Eben is passionate about helping individuals, families, and institutions achieve their goals through thoughtful, disciplined investment management and planning. Prior to joining our team, Eben worked at Santander Bank’s U.S. headquarters in Boston, where he developed a strong foundation in investment analysis, portfolio management, and risk assessment.

Eben lives in Falmouth with his wife, Tori, and their two sons, Ebbe and Henry. Outside of work, he enjoys spending time on the water with family and friends, particularly exploring the islands and beaches of Casco Bay. One of his favorite Maine traditions is taking advantage of a beautiful summer or early fall day to discover a quiet island beach and enjoy the natural beauty of the Maine coast.