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.”

Industry Experience

2 Years

Education/Certifications

Michigan State University. Series 65. Series 7. SIE. Life and Health Insurance.

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