Director of institutional asset management, Ritholtz Wealth Management
- Just had twins, a boy and girl, making him the father of three children under 3.
- Has written two books.
- Listens to opera regularly.
Ben Carlson was a fan of the bloggers and investment advisers Barry Ritholtz and Josh Brown. So a few years ago he thought, why not begin a blog of his own?
Now he works with Mr. Ritholtz and Mr. Brown.
"I cut my teeth in the institutional world, which is a very different model from retail wealth management," he said. "Instead of dealing with one client or a married couple, you are dealing with investment committees and donors. It can be difficult to get competing personalities on the same page."
Mr. Carlson started his blog, A Wealth of Common Sense, in 2013.
In 2015, he joined Ritholtz Wealth Management, where he started a new business line of managing portfolios for institutions. He's published two books, most recently "Organizational Alpha: How to Add Value in Institutional Asset Management." He is also a regular contributor to Bloomberg View.
"I had zero expectation with the writing thing, but the more I did it the more I liked it," Mr. Carlson said. "I was writing it for so-called normal people, but my audience was financial advisers, because they were looking for material for their clients."
– Bruce Kelly