Callie Cox

Chief Market Strategist

How I Arrived at Ritholtz

I’ve worked in content and research in a number of environments: newsrooms, brokerages,‬ banks, and sell-side research firms. I’ve always admired Ritholtz’s ability to make investing‬ simple in an industry of unnecessary complexity. Josh, Michael and I realized there was a‬ huge need for smart, Wall Street quality research that every investor could use. And if‬ anybody could fill that need, it’d be Ritholtz. I’m honored to help the RWM team teach you‬ how to build your own wealth through investing and smart financial decisions.‬

Favorite Part Of The Job

I do what I do to make you feel more confident and informed about your money.‬ It’s the best feeling when people tell me my work has helped them better‬ understand their finances, the economy and this crazy world we’re all navigating.‬ There’s nothing better than helping people win.‬

When I'm Not Working

I love running, cooking, watching true crime, listening to Taylor Swift and‬ alternative rock, and hanging out with my family in North Carolina.‬ Oh, and I’m one of the biggest — and most obnoxious — Tar Heel fans around.‬ Go heels!‬

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