People

Ben Carlson

Ben Carlson

Formal First Name
Ben
Location

Ben Carlson is Director of Institutional Asset Management at Ritholtz Wealth Management, a leading investment advisory firm providing financial planning and wealth management services worldwide. At Ritholtz, he helps create detailed investment plans and manages portfolios for institutions and individuals to help them achieve their goals. Carlson has spent his career working with various nonprofit, institutional and high net worth clients to help them plan and invest their money wisely. He has provided both portfolio management and consulting services to a wide range of institutional funds, including endowments, foundations, pension plans and operating funds for various hospitals, insurance companies and charitable organizations. Carlson is known to be one of the four most commonly read financial bloggers by financial professionals. He is the author of A Wealth of Common Sense, a blog that focuses on wealth management, investments, financial markets and investor psychology.

Professional Experience


Academic History

EARLY CAREER

  • Carlson was an investment analyst at Van Andel Institute, where he was part of the investment team that managed the endowment fund.

  • He had also worked for an institutional investment consulting firm managing portfolios for various endowments, foundations and pension plans.

  • He has been featured or quoted in a number of different publications and media outlets.