Chris Carey

Advisor

How I Arrived at Ritholtz

“My path to RWM began early in my career when a colleague recommended I subscribe to a podcast called Animal Spirits. Needless to say, I was hooked! Over the years I became an avid consumer of RWM’s content, and moreover, I gained a deep respect for the principles and culture that make RWM so unique. I met Jay and Michael by chance at a conference in 2023, and we kept in touch. Even from afar, RWM felt different. The team is highly aligned, collaborative, and focused on the long term to give clients the best experience possible. Not to mention the commitment to building the largest independent RIA in the country, with no outside investors, accountable to only our clients and to one another. When I decided it was time for a change, there was only one call I wanted to make, and now I’m thrilled to be a part of the team!”

Favorite Part Of The Job

“Definitely the culture. There is an infectious level of enthusiasm and teamwork here. Everyone is welcoming, and you can immediately tell that people take pride in their work and in providing an outstanding client experience.”

When I'm Not Working

“When I’m not working, I spend as much time as possible with my wife Caitlin, our twin daughters, and our dog Maisie. We love traveling the world and creating new experiences together as a family. I’m an avid drummer and my wife and I are trying to run a half-marathon in every state! Having been born and raised in the UK, I’m involved with the BritishAmerican Business Network, fostering business between the US and UK, as well as CIPUSA and a couple of other local organizations.”

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.

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