Cameron Rufus, CFP®

Advisor

How I Arrived At RWM

“While in college, I worked in the insurance industry for a couple years and really didn’t like what I was seeing. So, I decided to find a new entry to the finance world. Oblivious to all of Fin-Twit and famous financial bloggers, I decided to start my own blog geared towards people my age to share with them the truth about money and some of the kinds of people to look out for. One thing led to another and I was guest writing for a few other advocates for financial literacy awareness. I met a gentleman from the Philadelphia area, who is now my mentor, who introduced me to Kris. We spoke on the phone one Friday, met the other partners shortly after and it has been uphill since then.”

Favorite Part Of The Job

“Being able to work with such impressive, like-minded people on both sides; clients and colleagues, who inspire me to learn more and be better everyday. And being able to work in the city I’ve always dreamed of.”

When I'm Not Working

“I’m meeting new people and exploring New York City, working out, or trying to learn a new recipe. If I’m not doing either of those, I’m writing or learning to play the piano.”

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