Barry Ritholtz

Chairman & Chief Investment Officer

How I Arrived at Ritholtz

Barry Ritholtz has spent his career helping people spot their own investment errors and learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often referenced by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg’s “Masters in Business” radio podcast and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009).

When I'm Not Working

When not working, Barry can be found with his wife and their two dogs on the north shore of Long Island.

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