Andrea Diltz

Client Service Associate

How I Arrived at Ritholtz

I learned about RWM through my professor at MSU. My admiration grew strong after learning about RWM’s passion for industry education and their clients. I’ve made wonderful connections with the team and love how their values align with mine. I am grateful to be contributing to the success of RWM!

Favorite Part Of The Job

My favorite part of the job is the team and their support for each other and their clients. A positive company culture is crucial and RWM clearly upholds this standard. I truly can’t imagine being apart of any other team!

When I'm Not Working

I love being around friends and family. I enjoy exercising, planning trips, learning new things, and eating yummy food! My favorite place is Diamond Lake, Michigan and I spend many weekends there boating in the summer!

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Jake Turner, CFP®

Tax Advisor

Jake Turner, CFP®

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Susan Gray

Sr. Client Service Associate

Susan Gray

Anya Pacheco

Client Service Associate – Tax

Anya Pacheco

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Lauren Spears

Client Service Associate

Lauren Spears

Eric Smith

Advisor

Eric Smith

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Andrew Fouch, CPA®

Tax Planner

Andrew Fouch, CPA®

Adam Gock

Sr. Client Service Associate

Adam Gock

Matt Lohrius, CFP®

Sr. Advisor

Matt Lohrius, CFP®

William Vaughan, CFP®

Advisor

William Vaughan, CFP®

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Brian Rosen

Sr. Advisor

Brian Rosen

Nelson Crane

Trading Research Associate

Nelson Crane

Nick Maggiulli

Chief Data Officer

Nick Maggiulli

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Chris Carey

Advisor

Chris Carey

Sean Russo

Investment Analyst

Sean Russo

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Colleen Parker

Director of Client Service

Colleen Parker

Ross Cohen, CFP®

Sr. Advisor

Ross Cohen, CFP®

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Callie Campanella, CFP®

Advisor

Callie Campanella, CFP®

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Andrea Diltz

Client Service Associate

Andrea Diltz

Jay Tini

President

Jay Tini

Andrew Mason, CFP®

Advisor

Andrew Mason, CFP®

Erika Mauro

Client Service Director

Erika Mauro

Joey Fishman

Sr. Advisor

Joey Fishman

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Travis Varga

Creative Media Producer

Travis Varga

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Dina Isola

Advisor

Dina Isola

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Angelica Andrews

Paraplanner

Angelica Andrews

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®

Angeline Ford

Executive Assistant & Office Manager

Angeline Ford

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

John Grayson

Head of Post Production

John Grayson

Anna Chaiken

COO

Anna Chaiken

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Eric Zipfel

Sr. Advisor

Eric Zipfel

Benjamin Packer

Client Service Associate

Benjamin Packer

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Adam Day, CFP®

Advisor

Adam Day, CFP®

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Alex Messer

Sr. Trader

Alex Messer

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Duncan Hill

Creative Director

Duncan Hill

Josh Brown

CEO

Josh Brown

Dylan Kluender

Sr. Trader

Dylan Kluender

Will Ciemny, CFP®

Investment Strategy Specialist

Will Ciemny, CFP®

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Catalina Castillo

Compliance Analyst

Catalina Castillo

Lisa Paul

Client Service Associate

Lisa Paul

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Andrea Diltz

Client Service Associate

MEET OUR EXPERTSGUIDING YOUR FUTURE

MEET OUR EXPERTS
GUIDING YOUR FUTURE