Ross Cohen, CFP®

Sr. Advisor

How I Arrived at Ritholtz

“While working at other wealth management firms I started reading and listening to Michael, Ben, Josh, and the rest of the Ritholtz team’s content. It immediately resonated with me because they were constantly able to explain complex financial concepts in simple terms while using data. I believe that it is important to give the “why” behind recommendations and the RWM content was by far the best in the business. I eventually reached out to Jonathan Novy and we instantly clicked. As we talked about how RWM provides incredible value to his clients, I knew this would be the best firm for me and my clients.”

Favorite Part Of The Job

“Simplifying the complex financial lives of our clients. It is incredibly rewarding to hear the impact that we have and give them the peace of mind to navigate the uncertainties we face every day.”

When I'm Not Working

“My wife and I live in the Roscoe Village neighborhood of Chicago. You can find us dining at local restaurants, visiting art galleries, and walking around neighborhood parks with our labradoodle, Bruno. I also enjoy staying active and playing hockey.”

Education/Certifications

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