Matthew Papandrea, CFP®

Advisor

How I Arrived at Ritholtz

“I began my career in finance at Vanguard in 2008 before the financial crisis. I worked in several roles as a Broker, Manager and after earning my CFP® , I became a Financial Advisor. I wanted to be able to provide my clients with a more holistic approach to Financial Planning than just focusing on client investments. This led me to the bevy of blogs, podcasts and videos created by the great minds at Ritholtz. I thought of this firm as the “gold standard”; and after meeting Michael Batnick, one thing led to another and here I am. I’m excited to be a part of such a great team.”

Favorite Part Of The Job

“Building meaningful relationships with clients and helping them to achieve their goals. When they win, I win.”

When I'm Not Working

“I love spending time with my wife, Meredith, son, Mason and our Golden Retriever named Cornbread. We like to travel to the mountains and the beach in the Carolinas when we get the time. I enjoy playing old man basketball at a local church early on Saturday mornings.”

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