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