Beneficient

Management Team

BEN's management team includes industry veterans with broad fiduciary, investing, and operating experience in both the credit and alternative asset markets. Our senior management team enjoys longstanding relationships with investors, general partners, and advisors of alternative asset funds.


Management Team - Brad K. Heppner 2

Brad K. Heppner

  • Senior Partner Director
  • Chairman of the Board
  • CEO, Ben
Management Team - Derek Fletcher

Derek Fletcher

  • President & Chief Fiduciary Officer
  • Wealth Strategies Director
Management Team - Jeff Welday

Jeff Welday

  • Global Head of Originations & Distribution
Management Team - Yuri Mushkin

Yuri Mushkin

  • Chief Risk Officer
Management Team - Scott Wilson

Scott Wilson

  • Chief Underwriting Officer
Management Team - Greg Ezell

Greg Ezell

  • Chief Accounting Officer
Management Team - Arnold L. Greene

Arnold L. Greene

  • Chief Human Capital & Administration Officer
Management Team - Jessica Magee

Jessica Magee

  • General Counsel
Management Team - Nikolay Vydashenko

Nikolay Vydashenko

  • VP and Deputy General Counsel
Management Team - Peter Williams

Peter Williams

  • Chief Strategy Officer

Directors

BEN's Board of Directors includes industry leaders with direct market experience in the key aspects of BEN's business.


Alternative Financial Institutions

Directors - Alternative Financial Institutions - Brad K. Heppner

Brad K. Heppner

  • Senior Partner Director
  • Executive Committee Chair
  • Nominating Committee Chair
  • Credit Committee
  • Enterprise Risk Committee
Directors - Alternative Financial Institutions - Thomas O. Hicks

Thomas O. Hicks

  • Senior Partner Director
  • Vice Chairman
  • Executive Committee
  • Nominating Committee
  • Enterprise Risk Committee
Directors - Alternative Financial Institutions - David H. De Weese

David H. De Weese

  • Audit Committee
  • Nominating Committee
Directors - Alternative Financial Institutions - Roger T. Staubach

Roger T. Staubach

  • Director

Banking & Insurance Institutions

Banking & Insurance Institutions - Richard W. Fisher

Richard W. Fisher

  • Senior Partner Director
  • Credit Committee
  • Compensation Committee
Banking & Insurance Institutions - Bruce W. Schnitzer

Bruce W. Schnitzer

  • Senior Partner Director
  • Executive Committee
  • Compensation Committee
  • PEN Indemnity Insurance Company Lead Director
  • Enterprise Risk Committee Chair
Banking & Insurance Institutions - Peter T. Cangany, Jr.

Peter T. Cangany, Jr.

  • Audit Committee Chair
Banking & Insurance Institutions - Dennis P. Lockhart

Dennis P. Lockhart

  • Credit Committee

Capital Markets

Capital Markets - Michelle Caruso-Cabrera

Michelle Caruso-Cabrera

  • Audit Committee
Beneficient White Logo

© 2011-2019 The Beneficient Company Group, L.P.

Trust services will be provided by Beneficient Trust Company, LTA (BTC) and Beneficient Trust and Clearing Company, LTA (BTCC). BTC and BTCC are wholly-owned subsidiaries of Ben.

Securities Products are offered through BA Securities, LLC. Member FINRA SIPC. The Beneficient Company Group, L.P. and BA Securities, LLC are separate, unaffiliated entities.

Ben does not provide investment advisory services or tax, accounting or legal advice. The products and services described on this website may not be suitable for all users and you should consult with your legal, tax or other advisors prior to taking any action relating to the subject matter contained on this website. The contents hereof do not constitute an offer or solicitation to buy or sell any securities, financial instruments, products or services.

Ben’s products and services are not insured by the FDIC or any other government agency, are not guaranteed by Ben or its subsidiaries, affiliates or parent company, may lose value, and are not a Bank deposit.

Important Information About Procedures for Establishing a Relationship with Ben

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who establishes a relationship or carries out a transaction with the financial institution.

What this means for you: When you establish a relationship or carry out a transaction with us, we will ask for your name, address, date of birth and other information that will allow us to identify you (or similar identifying information for entities). We may also ask to see or that you provide us with copies of your driver’s license or other identifying documents.

If you are unable or unwilling to provide this information, we may not be able to establish a relationship or carry out a transaction with you. We thank you for your patience and hope that you will support the financial industry’s efforts to deny terrorists and money launderers access to America’s financial system.