Ben Carlson, CFA

Director of Engineering

Grand Rapids, Michigan, United States21 yrs 3 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Chartered Financial Analyst with extensive asset management experience.
  • Proven expertise in financial analysis and risk management.
  • Director-level leadership in institutional asset management.
Stackforce AI infers this person is a seasoned professional in asset management and financial services.

Contact

LinkedIn

Skills

Core Skills

Financial AnalysisRisk Management

Other Skills

Financial ReportingFinancial ModelingValuationStrategic PlanningPrivate EquityMicrosoft ExcelBudgetsMicrosoft Office

About

Chartered Financial Analyst

Experience

Ritholtz wealth management

Director of Institutional Asset Management

Sep 2015 – Present · 10 yrs 6 mos

Financial AnalysisFinancial ReportingRisk ManagementFinancial ModelingValuationStrategic Planning+4

Van andel institute

Investment Analyst

Jul 2007 – Sep 2015 · 8 yrs 2 mos

Aileron ltd

Investment Analyst

Apr 2005 – Jun 2007 · 2 yrs 2 mos

Janney montgomery scott

Research Intern

Aug 2003 – Dec 2003 · 4 mos

Education

Grand Valley State University

Master of Business Administration (MBA)

Jan 2012 – Jan 2015

Hope College

Bachelors of Arts — Business Administration/Economics/Accounting

Jan 2000 – Jan 2004

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