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