Jay Tini

President

How I Arrived at Ritholtz

Working to support Vanguard’s relationships with RIAs in New York gave me a front-row seat to watch Barry, Josh, Kris, and Mike build RWM from scratch. The way they live and breathe, providing clients with the best possible outcomes paired with content that guides investors through whatever the markets throw at us, it was no surprise that RWM would experience such rapid growth. What was a surprise was that the founders would consider me to help manage the growth.”

Favorite Part Of The Job

“Without question, my favorite part of the job is seeing how our work helps clients. I love how RWM has investing and planning solutions for all investors. Every client has hopes, dreams, goals, and aspirations. There are few things more rewarding than helping clients achieve life goals through investing and planning.”

When I'm Not Working

“In the winter months, my favorite thing to do is ski with my wife and three kids. In warmer weather, I take advantage of any opportunity to get out on the water. I love kayaking, stand-up paddleboarding, and sailing. For the last two summers, I’ve been busy organizing Connecticut’s largest paddleboard race,  which I started with the Fairfield Rotary Club. I also love turning wrenches and swinging hammers with frequent home improvement projects and tinkering with old cars.”

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