Profile image of Benjamin Margolin



  • Lecturer of Business Analytics

    Tippie College of Business

  • Wealth Management Advisor

    Northwestern Mutual, Coralville, IA


  • PhD in Mathematics, The University of Iowa, 2016
  • MS in Mathematics, The University of Iowa, 2013
  • BS in Physics, University of Michigan, 2006

Licenses & Certifications

  • Ben Margolin is a CFA® charterholder. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute., August 2021.
  • Ben Margolin, ChFC®, March 2018.
  • Ben Margolin is a CERTIFIED FINANCIAL PLANNER™ professional. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., May 2017.

Professional Memberships

  • CFA Institute, 2019
  • Million Dollar Round Table, 2017