Lisa Paul

Client Service Associate

How I Arrived at Ritholtz

“I worked for a Nashville law firm for 30 years as their office and account manager. When the firm dissolved their partnership, I found myself needing to reinvent myself. I had the opportunity to learn and grow in the investment management field and found that I really enjoy this kind of work especially working with clients to help fulfill their needs and concerns.”

Favorite Part Of The Job

“I enjoy feeling like I have used my abilities and talents to help clients accomplish their goals as well as supporting my fellow employees.”

When I'm Not Working

“My husband and I have been married for 40 years. We have one son, Shaun, who is married to Olivia. We also have two grandsons, Elliott and August. We live on my family’s 200-acre farm. I enjoy working in my yard, quilting, knitting, reading and playing Mah Jongg. It’s a fun and interesting game that is somewhat competitive. My yard is my sanctuary. I love watching the birds and wildlife. If you give me a chance to travel anywhere, I am ready to go at a moment’s notice.”

Industry Experience

6 Years

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