Josh Brown

CEO

How I Arrived at Ritholtz

“In 2010, I met Barry Ritholtz, and since 2011, we’ve been helping people make the most of their retirement portfolios. In 2013, we co-founded Ritholtz Wealth Management in New York City with two partners, a bank account, and some big ideas about client service, research, transparency, and accountability. Ritholtz Wealth Management is the culmination of my life’s work. I have poured every ounce of blood, sweat, tears, passion, and determination into making this place a special destination for clients and employees. That work continues day after day. When you talk to my people, you can see and hear it for yourself. Tell us your story and let’s see if we can help you.”

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