Benjamin G. Dawson
Ben returned to Woodstock Corporation in 2020, bringing with him more than 30 years of portfolio construction, investment, analytical and wealth management experience. At Woodstock, he serves as a portfolio manager and trustee for individuals and families in addition to having investment research responsibilities.
Prior to rejoining Woodstock, Ben was a founder, owner, managing director and portfolio manager with Alpha Windward LLC. Founded in 1998, Alpha Windward is a management-owned, registered investment advisor serving individuals, families, private trustees and institutions. In addition to management responsibilities, Ben led the firm’s Blue Chip Growth investment product/strategy, investing in blue chip growth-oriented companies possessing, but not limited to, company characteristics of high quality, above-average sustainable growth rates (high ROE), strategic competitive advantages, strong management teams and solid financial strength.
At Woodstock from 1989 to 1998, Ben was a director, vice president and portfolio manager. Before that he was an assistant vice president with Ulin, Morton, Bradley & Welling, Inc. (investment banking), and an investment analyst with Investments Orange Nassau (venture capital).
Ben is a member of the CFA Society Boston, and a former board of trustees and investment committee member for the Noble & Greenough School. He received his MBA from the Amos Tuck School of Business Administration at Dartmouth College, and a BA from Princeton University.