Benjamin Packer

Client Service Associate

How I Arrived at Ritholtz

“At college, I had the opportunity to experience two amazing internships. The first one at Charles Schwab heightened my desire to help others within the financial world by increasing literacy and building trust with others. The second internship at Column Capital sparked my passion for building long-term relationships and playing a pivotal role in assisting others to achieve their financial goals. Coming from Charles Schwab, I am excited to bring my experiences, expertise, and knowledge to a close-knit community at RWM.”

Favorite Part Of The Job

“My favorite part of the job is working with my amazing colleagues in order to help others feel more comfortable and confident about their financial journey. I am thankful for all of the other great people I work with; it makes a big deal to everyone involved when a team works as cohesively as RWM does.”

When I'm Not Working

“I am passionate about general aviation, astronomy, snowboarding, and spending time with friends and family at the lake. I enjoy being active, including riding my bike along the lake in Chicago, running, and hiking. No matter what I am doing, I always love intellectually challenging myself!”

Industry Experience

4+ Years

Education/Certifications

Security Industry Essentials (SIE). Series 7. Series 63. Series 65.

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