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