Advisor Information
Steven Yamshon
Managing Principal
Benefit Financial Services Group
Based In:
Serving Clients in these States

I have over 40 years of experience in investment finance, business valuation, investment management, and working with new start up companies. Current solid academic background helps me keep fresh and current and in tune with today’s ever changing technology landscape. I have also developed an expertise in natural resource management and have a deep knowledge of the science of the environment and climate change. Working with individuals, companies and other organizations in investment management and now offering advise to family offices, pension plans, endowments, real estate companies and others on impacts of climate change on investments.