Kyla Candelaria

Client Service Associate – Corp. Retirement

How I Arrived at Ritholtz

“While in college, I worked at a financial advising firm where I gained experience in financial planning and investing. Being able to develop and implement a strategy to help someone with their financial needs was rewarding. I then stumbled upon a job posting on LinkedIn and applied. After the first interview, I knew this was an amazing firm that was innovative, strived to provide their clients with the best service, and had a great company culture. Now I am a part of that team and couldn’t be happier!”

Favorite Part Of The Job

“The company culture – every employee is welcoming and passionate about their jobs. It is very apparent that everyone is driven and strives to provide the best service for our clients.”

When I'm Not Working

“I enjoy catching up on my favorite podcasts, spending time with family and friends, and being outdoors – hiking, paddle boarding, biking, and camping.”

Industry Experience

6 Years

Education/Certifications

RPF Certificate

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