Callie Campanella, CFP®

Advisor

How I Arrived at Ritholtz

“Animal Spirits found me about seven years ago, and like most advisors who stumble across it, I was hooked from the start. The podcast became my go-to for turning market noise into something clients could actually use. Then my friend Jalen joined the firm and spent the next several years making sure I knew exactly how good the culture was. From there, landing here became the goal.”

Favorite Part Of The Job

“Coaching volleyball taught me that the right mix of guidance and accountability can change the course of someone’s life. Financial planning is where those two things meet. Clients often come in feeling overwhelmed and leave feeling capable and in control and being part of that shift never gets old.”

When I'm Not Working

“When I’m not working, I’m probably reading, eating, or ideally doing both at the same time. I don’t cook, but I’m an excellent appreciator of my husband’s creations. Most nights we’re deep into a good show, and my favorite way to start the day is with a hot yoga class.”

Education/Certifications

B.S in Psychology, The University of Georgia

Masters in Financial Planning, The University of Georgia

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