Benjamin Coulthard, CFP®

Sr. Advisor

How I Arrived at Ritholtz

“I started reading Josh back in 2015 and was immediately drawn to his authenticity. Nobody I had ever read before cut to the truth like he did – that is, until I discovered Barry, Michael, Ben, Blair, Nick, Tony, Dina, Tadas, etc. At that point, I knew that I’d never reach my full potential as a financial advisor unless I became part of the RWM team.”

Favorite Part Of The Job

“Helping the many clients and colleagues of Ritholtz.”

When I'm Not Working

“Three F’s – Family, Friends and Football”

Industry Experience

10+ Years

Education/Certifications

CERTIFIED FINANCIAL PLANNER®

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