61 Ben Carlson, Providing Investors a Wealth of Common Sense

Ben is the Director of Institutional Asset Management at Ritholtz Wealth Management. He helps the team create detailed investment plans and manage portfolios for institutions and individuals to help them achieve their goals.

Ben has been managing institutional portfolios his entire career, starting out with an institutional investment consulting firm developing portfolio strategies and creating investment plans for various foundations, endowments, pensions, hospitals, insurance companies and high net worth individuals. More recently, he was part of the portfolio management team for an investment office that managed a large endowment fund for a charitable organization.

Ben’s blogging mission is to try to explain the complexities of the various aspects of finance in a way that everyone could understand them. Both the economy and the financial markets are complex adaptive systems, but they don’t necessarily require complex solutions. Common sense and self-awareness are extremely underrated attributes in the world of finance.

Ben’s Challenge; Reach out to someone you admire and take them out for lunch/coffee. Networks are underrated.

Ben’s Book
A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan

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