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

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Angelica Andrews

Paraplanner

Angelica Andrews

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Dylan Kluender

Sr. Trader

Dylan Kluender

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Callie Cox

Chief Market Strategist

Callie Cox

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Nick Maggiulli

COO

Nick Maggiulli

Gisela Warner

Director of Operations

Gisela Warner

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Eric Zipfel

Advisor

Eric Zipfel

Brian Rosen

Sr. Advisor

Brian Rosen

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Ross Cohen, CFP®

Sr. Advisor

Ross Cohen, CFP®

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Jay Tini

President

Jay Tini

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Lisa Paul

Client Service Associate

Lisa Paul

Joey Fishman

Sr. Advisor

Joey Fishman

Susan Gray

Sr. Client Service Associate

Susan Gray

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Erika Mauro

Client Service Director

Erika Mauro

Sean Russo

Investment Analyst

Sean Russo

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Chris Carey

Advisor

Chris Carey

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Anna Chaiken

Vice President

Anna Chaiken

Duncan Hill

Creative Director

Duncan Hill

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Benjamin Packer

Client Service Associate

Benjamin Packer

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Nelson Crane

Trading Research Associate

Nelson Crane

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Alex Messer

Sr. Trader

Alex Messer

Josh Brown

CEO

Josh Brown

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Travis Varga

Creative Media Producer

Travis Varga

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Catalina Castillo

Compliance Analyst

Catalina Castillo

Claire Galante

Executive Assistant

Claire Galante

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Dina Isola

Advisor

Dina Isola

Adam Gock

Sr. Client Service Associate

Adam Gock

Colleen Parker

Director of Client Service

Colleen Parker

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Andrea Diltz

Client Service Associate

Andrea Diltz

John Grayson

Head of Post Production

John Grayson

Lauren Spears

Client Service Associate

Lauren Spears

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Alex Messer

Sr. Trader

MEET OUR EXPERTSGUIDING YOUR FUTURE

MEET OUR EXPERTS
GUIDING YOUR FUTURE