Ben Carlson

Ben Carlson

Portfolio Manager-Equities at Ritholtz Wealth Management LLC

Finance
Consumer Services
Commercial Services

Profile

Mr. Ben Carlson, CFA MBA, is Director of Institutional Asset Management at Comprehensive Portfolio Management LLC.
His institutional investment philosophy is based on a straightforward, operationally efficient approach.
He looks to create personalized investment plans that are easy to understand, operationally efficient, low-cost, transparent and liquid.
Mr. Carlson was previously employed as Investment Analyst by Aileron Ltd.
and Investment Analyst by Van Andel Institute.
He has spent his career helping institutions invest and manage their portfolios.
He received his undergraduate degree from Hope College and an MBA from Grand Valley State University (Michigan).

Ben Carlson active positions

CompaniesPositionStart
Portfolio Manager-Equities 2015-08-31
All active positions of Ben Carlson

Former positions of Ben Carlson

CompaniesPositionEnd
Corporate Officer/Principal -
Corporate Officer/Principal -
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Training of Ben Carlson

Grand Valley State University (Michigan) Masters Business Admin
Hope College Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

3

1st degree connections

5

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies3

Finance

Commercial Services

Finance

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