Blake Wohlwend

Client Service Associate

How I Arrived at Ritholtz

“I first learned about RWM through one of my professors at MSU. After several amazing experiences with members of the team, I was drawn to how strongly their core values aligned with those of my own.”

Favorite Part Of The Job

“My favorite part of the job is the collaboration and positive energy. It’s clear that everyone genuinely cares about one another and doing what’s best for our clients. Being in an environment where people lift each other up makes coming to work something I look forward to.”

When I'm Not Working

“I love waterskiing, snow skiing, hunting, fishing, and lacrosse. When I’m not doing those things, I try to fill my weekends with new happenings in the city. As a lifelong Chicago sports fan, I never miss a chance to cheer on my teams, no matter how tough the season.”

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