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