Brian Rosen

Sr. Advisor

How I Arrived at Ritholtz

“Making good financial decisions is hard. I learned a lot about markets and risk management trading for more than a decade. When my wife and I started our family, I wanted less financial volatility and more financial stability. Managing risk in the trading world felt transactional, while managing risk for our clients is more durable. That’s the attitude at RWM, and that’s how I came to join the team.”

Favorite Part Of The Job

“Forging a partnership with clients. When we help clients plan for their financial future and they succeed, so do we.”

When I'm Not Working

“When I’m away from work, you’ll find me spending time with my family. My son and daughter are growing up fast. My wife and I are trying to see as much of that as we can. When my headphones are on, I’m listening to hip-hop, and when I’m reading, it’s about living healthy. And Twitter; there’s always time for Twitter…”

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