Nick Friedman, CFP®

Sr. Advisor

How I Arrived at Ritholtz

“I met Josh and Kris back in 2015. A few things prevented me from joining the firm back then, but I always stayed in touch and followed their education and content as a fan. After reconnecting, the stars aligned and it was finally time to come on board and be a part of the RWM story. 10 years in the making!”

Favorite Part Of The Job

“As an athlete growing up, I always loved being part of a team. I bring this same mindset to the partnerships I form with clients. I love helping people make better decisions with their money. I also find that my clients have a ton of experience to share with me as I continue to grow as a husband, a parent and a professional.”

When I'm Not Working

“My wife Kiera and I live in Connecticut with our 2 kids, Leo and Aislin who usually goes by Aisy Rae. We also have 2 dogs named Moose and Pig, an Axolotl named Winston and 9 chickens. When I am not busy tending to the Zoo, I am a huge basketball fan having played a little bit in college. Until recently, I was the Boys Varsity Basketball Coach at Briarcliff High School for 10 years and eventually when Kiera gets sick of my dad jokes, I am sure I will find my way back to a sideline somewhere.”

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