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!”

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