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
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Dina Isola
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Nicole Samoroukova
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Lauren Spears
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Nathan Gilmore
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Benjamin Coulthard, CFP®
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Matt Cerminaro
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Daniel Parra
Daniel Parra
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Patrick Haley, CFP®
Patrick Haley, CFP®
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Patrick Haley, CFP®
Andrew Fouch, CPA®
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Andrew Fouch, CPA®
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
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Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Callie Cox
Callie Cox
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Matt Lohrius, CFP®
Matt Lohrius, CFP®
Sr. Advisor
Matt Lohrius, CFP®
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Gary Pulford, CTFA
Gary Pulford, CTFA
Sr. Advisor
Gary Pulford, CTFA
Patricia Hatzfeld
Patricia Hatzfeld
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Josh Brown
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Josh Brown
Barry Ritholtz
Barry Ritholtz
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Lauryn Lafferty
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Colleen Parker
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Director of Client Service
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Benjamin Packer
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Client Service Associate
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Nick Sapienza, CFP®
Nick Sapienza, CFP®
Sr. Advisor
Nick Sapienza, CFP®
Adam Niestradt
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Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
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Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
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Ian Cully, CFP® CFA®
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Anna Chaiken
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Blake Wohlwend
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Travis Varga
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Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
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Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Catalina Castillo
Catalina Castillo
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Callie Campanella, CFP®
Callie Campanella, CFP®
Advisor
Callie Campanella, CFP®
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Erika Mauro
Erika Mauro
Client Service Director
Erika Mauro
John Grayson
John Grayson
Head of Post Production
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Eric Zipfel
Eric Zipfel
Sr. Advisor
Eric Zipfel
Adam Gock
Adam Gock
Sr. Client Service Associate
Adam Gock
Nelson Crane
Nelson Crane
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Jordan D. Hanson, CFP®
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Advisor
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Jay Tini
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Alex Messer
Alex Messer
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Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
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Jonathan Novy
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Daniel Baxter
Daniel Baxter
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Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
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Michael Batnick, CFA®
Michael Batnick, CFA®
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Chris Carey
Chris Carey
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Andrew Mason, CFP®
Andrew Mason, CFP®
Advisor
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Dylan Kluender
Dylan Kluender
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Jacobi Poesch
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Sr. Client Service Associate
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Kyla Candelaria
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Ben Carlson, CFA®
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Nick Maggiulli
Nick Maggiulli
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Brian Rosen
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Sr. Advisor
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Bill Artzerounian
Bill Artzerounian
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Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
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Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
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Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
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Lisa Rosenstein, CPA®
Lisa Rosenstein, CPA®
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Ross Cohen, CFP®
Ross Cohen, CFP®
Sr. Advisor
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Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
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Patrick Schwendeman, CFP® ChFC®
Everett Taylor, CPA®
Everett Taylor, CPA®
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Angelica Andrews
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Susan Gray
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