Eric Smith

Advisor

How I Arrived at Ritholtz

“I first learned about Animal Spirits during an internship, and I’ve enjoyed RWM’s content ever since. When a former colleague joined the team, I started thinking about whether it could be the right move for me. As I met more members of the team, I noticed a genuine excitement about the work they are doing for clients. When the opportunity to join presented itself, it was an easy decision!”

Favorite Part Of The Job

“When clients understand their “why”, decisions become easier and the outcomes more meaningful. My favorite part of financial planning is helping clients determine where they are heading and helping them get there.”

When I'm Not Working

“You will find me outside! I’m passionate about biking, running, rock climbing, camping, and hiking. I also enjoy capturing these moments through photography and videography.”

Education/Certifications

Bachelor of Science in Finance, Virginia Tech

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