Benjamin Patrick Carlson

Current Employers

Employment History

• 09/2015 → Present
  Ritholtz Wealth Management
  New York, NY

Other Businesses

RWM Insurance Services, LLC; not investment-related; an affiliated insurance agency; partial owner Wealthcast Media LLC, partial owner, content marketing, not investment related, zero hours expended. 01/2019. RWM Tax LLC; not investment-related; tax planning and preparation services; partial owner AWealthofCommonSenseBlog writer Compound Media, Inc.; investment-related; Owner; media company engaged in podcasts; social media and receiving paid advertising; 1/2019; 0 hours per month. Advisors Circle Inc.; investment related; Owner; Partnership entity that owns shares of Advisors Circle, LLC, a Boston, MA entity manages trade shows and conferences for investment advisors; 08/2020; 0 hours per month. Sweet Motion LLC; investment-related; Sweet Motion LLC makes small venture investments in small financial technology companies providing services to investment advisors. There have three been minority stake investments:(1) Yellowbrick Investing Inc. (2) Securitize, Inc. (F/k/a OnRamp) (3) Quartr AB; 03/2021; 0 hours per month. Securitize LLC; investment-related; Ownership interest in OnRamp Invest, LLC, a platform that hosts the RWM/WisdomTree Crypto Index Portfolio; 12/2021; 0 hours per month. Virtus Investment Partners: investment-related; Paid by Virtus for packaging of related blog posts for their internal sales distribution, 3/2020; 5 hours per month. Exhibit A for Advice LLC; investment-related; Tuxedo Park, NY; March 2025; Passive investor, entity that provides charts on the economy and the markets for license by investment professionals. 0 hours per month

Designations

Other Names

• Benjamin Carlson