Adam Niestradt

Sr. Investment Analyst

How I Arrived at Ritholtz

“I’ve spent more than 15 years working with high net worth and ultra-high net worth families across the wealth management landscape, including serving as Chief Investment Officer for a multi-family office. My background spans public and private markets, portfolio construction and implementation, and manager research. I had followed Ritholtz Wealth Management’s content for more than a decade, and after listening to a particularly compelling podcast, I reached out. That conversation quickly turned into an opportunity to join a firm whose philosophy and approach aligned closely with how I believe wealth management should be practiced.”

Favorite Part Of The Job

“The people. RWM is filled with thoughtful, intellectually curious professionals who are authentic, collaborative, and deeply focused on doing what’s right for clients. The firm’s commitment to putting clients first isn’t just marketing language, it’s embedded in how decisions are made and how service is delivered. RWM provides truly best-in-class service and it’s rewarding to work alongside a team that shares that purpose.”

When I'm Not Working

“I live in Cincinnati with my wife, Lauren, and our two children, Owen and Emma. Much of my free time is spent fishing with Owen and practicing gymnastics with Emma. I’ve recently gotten into triathlons, which have been both demanding and incredibly rewarding. When I’m not outside, I enjoy watching movies and reading whenever I can.”

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