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.

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