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