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