Ben Carlson, CFA

Ben Carlson, CFA, is a prominent figure in the financial industry, currently serving as the Director of Institutional Asset Management at Ritholtz Wealth Management.1 Here's a comprehensive overview of his background and accomplishments:

Professional Experience

Ben Carlson has spent his entire career managing institutional portfolios.2 His current role at Ritholtz Wealth Management involves creating detailed investment plans and managing portfolios for institutions and individuals.2 Prior to joining Ritholtz Wealth Management in September 2015, he worked as an Investment Analyst at Van Andel Institute for over 8 years and at Aileron Ltd for about 2 years.1

Education and Qualifications

Carlson holds a Chartered Financial Analyst (CFA) designation.1 He completed his Bachelor of Arts in Business Administration, Economics, and Accounting from Hope College (2000-2004) and later earned his Master of Business Administration (MBA) from Grand Valley State University (2012-2015).1

Authorship and Media Presence

Ben Carlson is a prolific author and financial commentator:

1. He has written four books on saving, investing, and money management.2
2. His blog, "A Wealth of Common Sense," focuses on wealth management, investments, financial markets, and investor psychology.3
3. Carlson co-hosts the "Animal Spirits" podcast with Michael Batnick, which has been recognized by Fortune and Investopedia as one of the best business and investing podcasts.2

Recognition

In 2017, Carlson was named to the Investment News 40 Under 40 list of top financial advisors.2

Philosophy

Carlson's approach to finance emphasizes simplicity and common sense. He believes in explaining complex financial concepts in an understandable way, adhering to the principle that "less is more".3 His goal is to help investors avoid stress in money management and to solve problems for individuals and organizations.4

Ben Carlson's expertise, coupled with his ability to communicate financial concepts clearly, has established him as a respected voice in the field of institutional asset management and personal finance.