Ben Carlson
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. In his role, he is responsible for developing portfolio solutions that address their clients’ needs, as well as leveraging and contributing to the firm's internal research program. 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 worked for an institutional investment consulting firm managing portfolios for various endowments, foundations and pension plans. 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 which has become an overnight sensation from the moment it launched.
Ben Carlson Professional Experience / Academic History
Professional Experience
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Director of Institutional Asset Management
Academic History
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M.B.A., Business Administration and Management
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B.A., Business Administration, Economics, Accounting
CAREER HIGHLIGHTS
Carlson has been managing institutional portfolios his entire career.
Prior to Ritholtz, he was part of the investment team that managed the endowment fund for the Van Andel Institute, a charitable medical research organization.
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.
In 2017, he was named to the Investment News 40 Under 40 list of top financial advisors.
MEDIA & APPEARANCES
Carlson has been featured or quoted in a number of different publications and media outlets.
He has appeared in Bloomberg, Business Insider, Yahoo! Finance, Fortune Magazine, The Washington Post, Barron's, CNBC, CNN, The New York Times, The Wall Street Journal, Morningstar, MarketWatch, Institutional Investor, and many more.
PUBLICATIONS
A Wealth of Common Sense (the blog) focuses on wealth management, investments, financial markets and investor psychology.
A book of the same name, A Wealth of Common Sense, sheds a refreshing light on investing and shows you a simplicity-based framework.
His book, Organizational Alpha, is a manual that provides institutional investors with the tools they need to find success in the markets and as organizations.