Lauryn Lafferty

Sr. Client Service Associate

How I Arrived at Ritholtz

“Before joining RWM, I worked at two different RIAs, combined I have 8 years of experience working directly with Charles Schwab and BNY Mellon Pershing.”

Favorite Part Of The Job

“Building relationships and trust with the clients as they maintain and achieve their financial and personal goals. I love when clients call and share their milestones: new house, new grandbabies, and retirement.”

When I'm Not Working

“My husband, John, and I love going to Downtown Nashville to concerts, traveling, and our new favorite activity Kayaking! We recently adopted our first dog named LOLA, a FLUFFY white GREAT Pyrenees”

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