Ben Carlson, CFA®

Director of Institutional Asset Management

How I Arrived at Ritholtz

“I followed Josh and Barry’s work for a number of years before I started writing and they had a huge influence on me. When I began my website I reached out to Josh to share my thoughts on what is wrong with the institutional asset management industry and how I would do things differently. We realized we shared similar values and principles which led me to get to know other team members at RWM. I loved the fact that everyone had a shared vision and I knew this was the perfect firm for me. I joined in late-2015 to build out our institutional and family office division.”

Favorite Part Of The Job

“My favorite part of the job is educating investors and helping them avoid the stress that comes along with money management. Our biggest role is really solving problems for individuals and organizations.”

When I'm Not Working

“Most of my free time is spent reading, and I love to escape in a good suspense novel. Exercise, like jogging, helps me take care of myself physically and clears the mind. My colleague, Michael Batnick and I host a podcast, Animal Spirits, that is some of the most fun I have all week. I love spending time with my wife and three young children doing fun things in my hometown of Grand Rapids, MI, like trips to the zoo and park.”

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Ross Cohen, CFP®
Ross Cohen, CFP®
Sr. Advisor
Ross Cohen, CFP®
Andrew Mason, CFP®
Andrew Mason, CFP®
Advisor
Andrew Mason, CFP®
Daniel Parra
Daniel Parra
Sr. Creative Media Producer
Daniel Parra
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Kevin Young, CFP®
Kevin Young, CFP®
Sr. Advisor
Kevin Young, CFP®
Anna Chaiken
Anna Chaiken
COO
Anna Chaiken
Angeline Ford
Angeline Ford
Executive Assistant & Office Manager
Angeline Ford
Josh Brown
Josh Brown
CEO
Josh Brown
Chris Carey
Chris Carey
Advisor
Chris Carey
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Alex Messer
Alex Messer
Sr. Trader
Alex Messer
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Dina Isola
Dina Isola
Advisor
Dina Isola
Adam Niestradt
Adam Niestradt
Sr. Investment Analyst
Adam Niestradt
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
Brianna Pintauro
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Jake Turner, CFP®
Jake Turner, CFP®
Tax Advisor
Jake Turner, CFP®
Blake Wohlwend
Blake Wohlwend
Client Service Associate
Blake Wohlwend
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Andrew Fouch, CPA®
Andrew Fouch, CPA®
Tax Planner
Andrew Fouch, CPA®
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Adam Gock
Adam Gock
Sr. Client Service Associate
Adam Gock
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Advisor
Nate Jefferson, CFP®
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Joe Perna, CFA, CFP®
Joe Perna, CFA, CFP®
Advisor
Joe Perna, CFA, CFP®
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Eric Smith
Eric Smith
Advisor
Eric Smith
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
John Grayson
John Grayson
Head of Post Production
John Grayson
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Sr. Advisor
Nick Sapienza, CFP®
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
William Vaughan, CFP®
William Vaughan, CFP®
Advisor
William Vaughan, CFP®
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Sr. Advisor
Matt Lohrius, CFP®
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®
Gary Pulford, CTFA
Gary Pulford, CTFA
Sr. Advisor
Gary Pulford, CTFA
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Nelson Crane
Nelson Crane
Trading Research Associate
Nelson Crane
Nicole Samoroukova
Nicole Samoroukova
Director of Experience & Media Producer
Nicole Samoroukova
Sean Russo
Sean Russo
Investment Analyst
Sean Russo
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears
Anya Pacheco
Anya Pacheco
Client Service Associate – Tax
Anya Pacheco
Jacobi Poesch
Jacobi Poesch
Sr. Client Service Associate
Jacobi Poesch
Will Ciemny, CFP®
Will Ciemny, CFP®
Investment Strategy Specialist
Will Ciemny, CFP®
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Callie Campanella, CFP®
Callie Campanella, CFP®
Advisor
Callie Campanella, CFP®
Nick Maggiulli
Nick Maggiulli
Chief Data Officer
Nick Maggiulli
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Eric Zipfel
Eric Zipfel
Sr. Advisor
Eric Zipfel
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Jay Tini
Jay Tini
President
Jay Tini
Erika Mauro
Erika Mauro
Client Service Director
Erika Mauro
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Nathan Gilmore
Nathan Gilmore
Estate Attorney
Nathan Gilmore
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Lisa Rosenstein, CPA®
Lisa Rosenstein, CPA®
Tax Planner
Lisa Rosenstein, CPA®
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Sr. Advisor
Benjamin Coulthard, CFP®
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender