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24 West 40th Street, 15th Floor,
New York NY, 10018

212-625-1200

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Alex Messer

Sr. Trader

How I Arrived at Ritholtz

“I started watching “What Are Your Thoughts” in college and I instantly gravitated towards Ritholtz Wealth Management and the content put out. A couple years later I was listening to “Animal Spirits” and Michael mentioned an open Trader position. It seemed like the perfect opportunity for me and felt I must apply. I immediately sent in my information and soon after I joined RWM.”

Favorite Part Of The Job

“Helping our clients match their financial goals with the right investment philosophy and helping my colleagues make it a reality.”

When I'm Not Working

“I spend my time writing, reading, learning guitar, watching sports, and spending time with friends and family.”

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