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