Angelica Andrews

Paraplanner

How I Arrived at Ritholtz

“I found RWM by chance, but it quickly became one of the best opportunities to come my way. From the start, it felt like an easy place to want to be a part of, and it still does.”

Favorite Part Of The Job

“Whether it’s a big life milestone or something small that brings peace of mind, I love being part of the moments that matter for our clients. Working with a team that’s dependable, dedicated, and never stops improving makes the work even more meaningful.”

When I'm Not Working

“I’m likely trying a new restaurant around Philadelphia, squeezing in a Pilates class, or hanging out with my dachshund, Chase—who’s very much convinced he’s the one in charge.”

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
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Advisor
Nate Jefferson, CFP®
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
John Grayson
John Grayson
Head of Post Production
John Grayson
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Advisor
Benjamin Coulthard, CFP®
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Gisela Warner
Gisela Warner
Director of Operations
Gisela Warner
Dominic Bova, CFP®
Dominic Bova, CFP®
Tax Planner
Dominic Bova, CFP®
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
Brianna Pintauro
Erika Mauro
Erika Mauro
Client Service Director
Erika Mauro
Lisa Rosenstein, CPA®
Lisa Rosenstein, CPA®
Tax Planner
Lisa Rosenstein, CPA®
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Claire Galante
Claire Galante
Executive Assistant
Claire Galante
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Daniel Parra
Daniel Parra
Sr. Creative Media Producer
Daniel Parra
Adam Gock
Adam Gock
Sr. Client Service Associate
Adam Gock
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Nicole Samoroukova
Nicole Samoroukova
Director of Experience & Media Producer
Nicole Samoroukova
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Advisor
Matt Lohrius, CFP®
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Jacobi Poesch
Jacobi Poesch
Sr. Client Service Associate
Jacobi Poesch
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Eric Zipfel
Eric Zipfel
Advisor
Eric Zipfel
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Gary Pulford, CTFA
Gary Pulford, CTFA
Sr. Advisor
Gary Pulford, CTFA
Mindy Giles
Mindy Giles
Client Service Associate
Mindy Giles
Kevin Young, CFP®
Kevin Young, CFP®
Sr. Advisor
Kevin Young, CFP®
Steven Schiff
Steven Schiff
Advisor
Steven Schiff
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Blake Wohlwend
Blake Wohlwend
Client Service Associate
Blake Wohlwend
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Jay Tini
Jay Tini
President
Jay Tini
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Sean Russo
Sean Russo
Research Associate
Sean Russo
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Alex Messer
Alex Messer
Sr. Trader
Alex Messer
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Advisor
Nick Sapienza, CFP®
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Josh Brown
Josh Brown
CEO
Josh Brown
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Dina Isola
Dina Isola
Advisor
Dina Isola
Nelson Crane
Nelson Crane
Trading Research Associate
Nelson Crane
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Ross Cohen, CFP®
Ross Cohen, CFP®
Advisor
Ross Cohen, CFP®
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®