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Benjamin C
CFA®
Grand Rapids, MI
Ritholtz Wealth Management
Benjamin Carlson is a CFA® charterholder and financial advisor at Ritholtz Wealth Management in Grand Rapids, MI, where he has worked since 2015. He has 11 years of industry experience. Carlson is a partial owner of Wealthcast Media LLC, a content marketing company, and author of the A Wealth of Common Sense blog. He also holds ownership interests in several investment-related ventures including a media company producing podcasts and minority stakes in financial technology firms. Ritholtz Wealth Management serves both individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The multi-team firm manages approximately $9.4 billion in client assets and uses a goal-based investment approach with diversified, low-cost ETFs complemented by tactical overlays, structured products, and alternatives. It offers digital platforms for model portfolio implementation and incorporates automated risk profiling and tax-loss harvesting tools.
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