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