Benjamin Packer

Client Service Associate

How I Arrived at Ritholtz

“At college, I had the opportunity to experience two amazing internships. The first one at Charles Schwab heightened my desire to help others within the financial world by increasing literacy and building trust with others. The second internship at Column Capital sparked my passion for building long-term relationships and playing a pivotal role in assisting others to achieve their financial goals. Coming from Charles Schwab, I am excited to bring my experiences, expertise, and knowledge to a close-knit community at RWM.”

Favorite Part Of The Job

“My favorite part of the job is working with my amazing colleagues in order to help others feel more comfortable and confident about their financial journey. I am thankful for all of the other great people I work with; it makes a big deal to everyone involved when a team works as cohesively as RWM does.”

When I'm Not Working

“I am passionate about general aviation, astronomy, snowboarding, and spending time with friends and family at the lake. I enjoy being active, including riding my bike along the lake in Chicago, running, and hiking. No matter what I am doing, I always love intellectually challenging myself!”

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Dina Isola
Dina Isola
Advisor
Dina Isola
Erika Mauro
Erika Mauro
Director of Client Service – Family Office
Erika Mauro
Jay Tini
Jay Tini
President
Jay Tini
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Alex Messer
Alex Messer
Trader
Alex Messer
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Paraplanner
Nate Jefferson, CFP®
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
Adam Gock
Adam Gock
Client Service Associate
Adam Gock
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Nicole Samoroukova
Nicole Samoroukova
Media Producer & Head of Audience Development
Nicole Samoroukova
Gary Pulford, CTFA
Gary Pulford, CTFA
Advisor
Gary Pulford, CTFA
Sean Russo
Sean Russo
Research Associate
Sean Russo
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Mindy Giles
Mindy Giles
Client Service Associate
Mindy Giles
Dominic Bova, CFP®
Dominic Bova, CFP®
Tax Planner
Dominic Bova, CFP®
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Advisor
Nick Sapienza, CFP®
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Josh Brown
Josh Brown
CEO
Josh Brown
Eric Zipfel
Eric Zipfel
Advisor
Eric Zipfel
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Lauren Rose
Lauren Rose
Client Service Associate
Lauren Rose
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Advisor
Benjamin Coulthard, CFP®
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
Gisela Warner
Gisela Warner
Director of Operations
Gisela Warner
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Advisor
Matt Lohrius, CFP®
Kevin Young, CFP®
Kevin Young, CFP®
Advisor
Kevin Young, CFP®
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
John Grayson
John Grayson
Sr. Creative Media Producer
John Grayson
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Daniel Parra
Daniel Parra
Creative Media Editor
Daniel Parra
Ross Cohen, CFP®
Ross Cohen, CFP®
Advisor
Ross Cohen, CFP®
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty