Ben Carlson joins Ritholtz Wealth Management

I’m beyond excited to share the news that Ben Carlson is joining Ritholtz Wealth Management to lead our Institutional Asset Management.

I have followed Ben’s work since he began writing at his blog- and now a book– A Wealth of Common Sense in February, 2013. Ben has rapidly grown into the Jason Zweig of my generation. This means that he has the ability to write about any issue in such a way that can be understood by anyone, regardless of their level of financial knowledge. Ben is able to write evergreen content on a daily basis. Several times a week I find myself thinking “boy, I wish I thought of that.” As a writer myself, I can offer no higher compliment.

Ben’s vision for the way money should be managed is perfectly aligned with Ritholtz Wealth Management. Like us, he believes that complex markets do not require complex solutions. He also believes that meeting client- specific goals is how success should be measured.

Jim Simons, the legendary mathematician, hedge fund manager and philanthropist, gave a speech to an audience at MIT. As he concludes, he leaves the room with some guiding principles:

“Collaborate with the best people you possibly can. When you see a person, get to know a person, who seems like a great guy or a great gal to work with at something, try to find way to do it. Because that gives you some reach and some scope and it’s also fun to work with terrific people.”

I’ve gotten to know Ben personally over the years and he is the great guy Simons referred to. There aren’t too many people in this business with more integrity and I’m thrilled to be able to call him a partner. I can’t wait to get to work with him and am excited to see him help investors reach their goals.


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  1. Tony Villa commented on Sep 22

    Congratulations to Ben!! I hope he will continue to blog. His regular comments are simply must-reading