How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)

What if your portfolio could evolve with you, like a financial blueprint that updates in real time?

Michael Parise sits down with Ben Ludwig of City National Rochdale to unpack what truly personalized investing means for high-net-worth families, and why it matters more than ever. From shifting risk tolerance to multi-generational planning, Ben breaks down how CNR collaborates with financial advisors to design tax-sensitive, goal-aligned portfolios that flex with each client’s life and legacy.

This isn’t about choosing a model or a fund, it’s about building a strategy from the ground up, around real people and real priorities.

What to expect:

• Why personalization goes far beyond risk tolerance questionnaires
• The advantage of owning individual securities vs. pooled funds
• How CNR helps clients transition portfolios without triggering large tax events
• A behind-the-scenes look at the ongoing service model and portfolio review process
• And more!

Connect with John and Michael Parise:

• 856-988-8300
• Copper Beech Financial Group
• LinkedIn: John Parise 
• LinkedIn: Michael Parise 
• LinkedIn: Copper Beech Financial Group, LLC
• Facebook: Copper Beech Financial Group, LLC

Connect with Ben Ludwig:

• LinkedIn: Bed Ludwig, CFA, CAIA
• City National Rochdale

About Our Guest: 

Ben Ludwig joined City National Rochdale in 2014 and has over 20 years of investment experience. He is responsible for business development in Delaware, Pennsylvania, and New Jersey, where he communicates and fosters relationships with high-net-worth investors who may benefit from City National Rochdale’s investment management services.

Prior to joining the firm, Mr. Ludwig spent 9 years at BNY Mellon in various leadership roles, most recently serving as Director of Investments and Head of Advisory Consulting for the Lockwood Advisors business. In this role, Mr. Ludwig was responsible for driving Lockwood’s portfolio management, manager research, and advisory consulting efforts. Prior to that, Mr. Ludwig held investment research and relationship roles at SEI Investments and The Vanguard Group.

Mr. Ludwig earned his BS in Finance from Bloomsburg University in Pennsylvania and his MBA in Finance from St. Joseph’s University. He holds the Chartered Financial Analyst® designation and the Chartered Alternative Investments Analyst designation. Mr. Ludwig is a member of the CFA Institute and the CFA Society of Philadelphia. He resides in the suburbs of Philadelphia with his wife and four children. Mr. Ludwig spends much of his free time volunteering as a coach for numerous youth sports organizations in his community.