Susan Gray

Sr. Client Service Associate

How I Arrived at Ritholtz

Prior to joining RWM, I accumulated 15 years of experience in the financial services industry while working for another RIA.

Favorite Part Of The Job

One of the most rewarding aspects of my role is the opportunity to cultivate relationships with both clients and colleagues. I am dedicated to assisting others and fostering connections in the process.

When I'm Not Working

I love spending time with with my family. My husband and I are blessed with three wonderful children and three amazing grandchildren.

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