Fundraising Fox

Ben Carlson

Investor

Director of Institutional Asset Management at Ritholtz Wealth Management

Grand Rapids, MI

About

Ben Carlson joined Ritholtz Wealth Management in late 2015 to build out the firm's institutional and family office division. He focuses on serving individuals and organizations, and co-hosts the Animal Spirits podcast with colleague Michael Batnick.

Experience

  1. Ritholtz Wealth ManagementDirector of Institutional Asset Managementcurrent2015 — present
  2. Van Andel InstituteInvestment Analyst2007 — 2015
  3. Aileron LtdInvestment Analyst2005 — 2007
  4. Janney Montgomery ScottResearch Intern2003

Education

  1. Grand Valley State UniversityMaster of Business Administration (MBA), Business Administration and Management2012 — 2015
  2. Hope CollegeBachelors of Arts, Business Administration/Economics/Accounting2000 — 2004

Skills & more

Financial AnalysisFinancial ReportingRisk ManagementFinancial ModelingValuationPrivate EquityBudgetsStrategic PlanningMicrosoft ExcelMicrosoft Office

From Ben's professional profile.

Colleagues at Ritholtz Wealth Management

Anna Chaiken
Vice President at Ritholtz Wealth Management
Barry Ritholtz
Chairman & Chief Investment Officer at Ritholtz Wealth Management
Bill Artzerounian
Director of Tax Services at Ritholtz Wealth Management
Blair duQuesnay
Lead Advisor – The Preserve at Ritholtz Wealth Management
Brian Rosen
Sr. Advisor at Ritholtz Wealth Management
Chris Carey
Advisor at Ritholtz Wealth Management
Colleen Parker
Director of Client Service at Ritholtz Wealth Management
Dan LaRosa
Sr. Advisor & Director of Corp. Retirement at Ritholtz Wealth Management

Frequently asked questions

Where does Ben Carlson work?
Ben Carlson is Director of Institutional Asset Management at Ritholtz Wealth Management.

Same school

Also attended Grand Valley State University15

Matthew MannGeneral Partner at Fin CapitalKelly WiardaHead of Marketing at Grand VenturesVanessa RasanenExecutive Assistant at SUPPLY CHANGE CAPITALEmily SarataDirector of Engagement at Michigan Capital NetworkGreeshma MuddamAccountant at Michigan Capital NetworkCory TincherInvestor at Detroit Venture Partners

+ 9 more

Also attended Hope College2

Kelly WiardaHead of Marketing at Grand VenturesMarli CarmackOffice Manager at Elevate Ventures

Shared employers

Also worked at Van Andel Institute5

Jacqueline LensingInvestment Associate at Grand VenturesKalina FosterPlatform Manager at Michigan Capital NetworkTurner NovakInvestor at Banana CapitalYaw BediakoFounder at Yemaachi BiotechnologyVarun PatelFounder at Artos

Also worked at Janney Montgomery Scott7

Debra CoyInvestor at BURNT ISLAND VENTURESDaniel MartinFinance Associate at Acurio VenturesAndrew CokeVice President at VCFA GroupZack StraussSenior Associate at MissionOGLeslie ArchardDirector, Capital Formation at Clear Haven Capital ManagementWanda LeeInvestor at Cocoon Capital

+ 1 more