Sean Russo

Research Associate

How I Arrived at Ritholtz

“I’ve followed the majority of Ritholtz Wealth content since my early days in college. I actually contacted Ritholtz for an internship a handful of years ago (even though they weren’t looking for one) but Ritholtz has always been a place I’ve dreamed of going to. During and after college, I had some experiences with investment management and most recently investment banking, which involves a lot of different areas of research. Josh threw up an Instagram post looking for someone to help with research and I gave it shot!”

Favorite Part Of The Job

“I love how intertwined I get with financial markets on a daily basis. Earnings reports, fascinating charts, volatility, there’s an infinite amount of variables that make financial markets interesting – and I get to watch and dissect these variables on a daily basis. I’m constantly learning and growing and that’s an absolute blast for me.”

When I'm Not Working

“I go to the gym most days of the week, listen to a ton of podcasts, stream a ton of shows, read lots of different content, watch and play a handful of sports and explore New York, NY on a weekly basis trying new foods and drinks with family and friends.”

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