Benjamin Perelka

Doer
DISC Type : ds

Investment Research Associate at Fairway Wealth Management LLC

Greater Cleveland, United States

Overview

Benjamin Perelka is an Investment Research Associate at Fairway Wealth Management, where he supports high-net-worth clients through investment due diligence, portfolio management, and construction. A graduate of The Ohio State Universitys Fisher College of Business with a degree in Finance, he is currently pursuing his CFP certification.

Outside of work, Benjamin is an avid sports enthusiast, enjoying golf, soccer, pickleball, and volleyball. He also spends his time playing board games, watching movies, and engaging in creative outlets like throwing pottery on a wheel. He values spending quality time with family and friends.

In high school, he served as the CFO for Shya Coffee, a student-run nonprofit.

Personality Overview

Long-term Focused

Fast-paced

Risk-Accepting

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Investment Due Diligence
His role at Fairway Wealth Management is centered on performing investment due diligence to support the firm's advisory team in their decision-making.
Portfolio Construction
He is actively involved in portfolio management and construction for the firm's high-net-worth clients, a key aspect of his current responsibilities.
Purpose-Driven Work
His background with a student-run nonprofit and Camp Carl has instilled a strong desire to find purpose and create lasting value in his professional career.

Media Appearances

Benjamin has no verified media appearances

Work History

8-2025
Investment Research Associate at Fairway Wealth Management LLC
6-2025 - 8-2025
Wealth Management Intern at Fairway Wealth Management LLC
5-2024 - 8-2024
Program Assistant at Camp Carl
6-2023 - 8-2023
Crew Leadership Camp Counselor at Camp Carl
6-2022 - 8-2022
Lifeguard at Camp Carl

Education

8-2022 - 5-2025
Bachelor's degree from The Ohio State University
8-2018 - 5-2022
Education details unavailable from Cuyahoga Valley Christian Academy (CVCA)

More Information

Social Presence :

Prographics :

Exp : 1 Location : Greater Cleveland, United States Job Level : N/A Designation : Investment Research Associate at Fairway Wealth Management LLC
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Insights For Selling To Benjamin

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Benjamin is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Benjamin

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Benjamin move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Benjamin take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Benjamin

Personality Compatibility


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