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
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William Sweet, CFP®
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Nick Sapienza, CFP®
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Paul Zodtner, CRPC®, RICP®
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Lisa Paul
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Jalen Randolph, CFP®
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Daniel Baxter
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Stephanie Baszner, CFP®
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Erika Mauro
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Dan LaRosa, AIF®, QPFC
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Andrea Diltz
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Daniel Parra
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Nick Friedman, CFP®
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Sr. Advisor
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Matt Cerminaro
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Trevor Batt, CFP®
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Ross Cohen, CFP®
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Adam Gock
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Nelson Crane
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Tony Isola, CFP®
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Gary Pulford, CTFA
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Sr. Advisor
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Everett Taylor, CPA®
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Lisa Rosenstein, CPA®
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Claire Galante
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Angelica Andrews
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Adam Day, CFP®
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Catalina Castillo
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Tyler Hillyer, CFP®
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Patrick Haley, CFP®
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Bill Artzerounian
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Nathan Gilmore
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Alex Messer
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Blake Wohlwend
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Jay Tini
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Alex Palumbo, CFP®
Sr. Advisor
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Jordan D. Hanson, CFP®
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Benjamin Packer
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Client Service Associate
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Dylan Kluender
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Dina Isola
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Gisela Warner
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Travis Varga
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Anna Chaiken
Anna Chaiken
Vice President
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Duncan Hill
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Creative Director
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Kevin Young, CFP®
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Sr. Advisor
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Colleen Parker
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Adam Niestradt
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Patricia Hatzfeld
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Nate Jefferson, CFP®
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Jacobi Poesch
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Brian Rosen
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Michelle Katzen, CFP®, CDFA®
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Jonathan Novy
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Blair duQuesnay, CFP® CFA®
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Kris Venne, CFP®
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Tadas Viskanta
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Brianna Pintauro
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Lauryn Lafferty
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Callie Cox
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Nick Maggiulli
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Matthew Papandrea, CFP®
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Susan Gray
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Joey  Fishman
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Matt Lohrius, CFP®
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Chris Carey
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