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Director of Institutional Asset Management at Ritholtz
Wealth Management

Ben started out with an institutional investment consulting firm
developing portfolio strategies and creating investment plans for
various foundations, endowments, pensions, hospitals, insurance
companies and high net worth individuals. More recently, Ben was
part of the portfolio management team for an investment office
that managed a large endowment fund for a charitable

Ben is the author of:

  • A Wealth of Common Sense: Why Simplicity Trumps

  • Complexity in Any Investment Plan

  • Organizational Alpha: How to add Value in Institutional Asset

Ben headshot.PNG
Ben Carlson, CFA: TeamMember
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