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