Nick Sapienza, CFP®

Sr. Advisor

How I Arrived at Ritholtz

“My career began at a firm with a culture of commissions first, clients second. I quickly realized people needed a better standard of care. Luckily, I found Josh’s blog which is probably the leading reason I developed the passion that I now have for personal finance and investing. Finding Josh led to finding Barry, then Michael, and then Ben. All of whom unknowingly played a crucial role in the development of my career as an advisor. The proudest moment of which has been joining the Ritholtz team. After reading Josh’s book, I decided to send him an email that eventually landed me here.”

Favorite Part Of The Job

“I get to work with some amazing people, both clients and colleagues. I believe people deserve objectivity without compromise and couldn’t find that in the traditional brokerage space. I realized that not only did the people at RWM share the same values, but they carried themselves with an element of authenticity that is unparalleled in this industry.”

When I'm Not Working

“I have a healthy obsession with my career, so I spend a lot of time reading and learning as much as I can. Outside of that, I spend as much time with my family as possible. We travel, fish, cook Cajun and Italian dishes, and spend lots of time on the water.”

Industry Experience

12 Years

Education/Certifications

BA in International Trade & Finance, LSU. CERTIFIED FINANCIAL PLANNER®

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