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

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Adam Gock

Sr. Client Service Associate

Adam Gock

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Lisa Paul

Client Service Associate

Lisa Paul

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Dylan Kluender

Sr. Trader

Dylan Kluender

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Colleen Parker

Director of Client Service

Colleen Parker

Claire Galante

Executive Assistant

Claire Galante

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

Susan Gray

Sr. Client Service Associate

Susan Gray

Josh Brown

CEO

Josh Brown

Jay Tini

President

Jay Tini

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Lauren Spears

Client Service Associate

Lauren Spears

Gisela Warner

Director of Operations

Gisela Warner

Erika Mauro

Client Service Director

Erika Mauro

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Mindy Giles

Sr. Client Service Associate

Mindy Giles

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Brian Rosen

Sr. Advisor

Brian Rosen

Joey Fishman

Sr. Advisor

Joey Fishman

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Nelson Crane

Trading Research Associate

Nelson Crane

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Duncan Hill

Creative Director

Duncan Hill

Callie Cox

Chief Market Strategist

Callie Cox

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Chris Carey

Advisor

Chris Carey

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Nick Maggiulli

COO

Nick Maggiulli

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Anna Chaiken

Vice President

Anna Chaiken

Benjamin Packer

Client Service Associate

Benjamin Packer

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Dina Isola

Advisor

Dina Isola

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Catalina Castillo

Compliance Analyst

Catalina Castillo

Angelica Andrews

Paraplanner

Angelica Andrews

Andrea Diltz

Client Service Associate

Andrea Diltz

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Eric Zipfel

Advisor

Eric Zipfel

Sean Russo

Investment Analyst

Sean Russo

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Alex Messer

Sr. Trader

Alex Messer

Travis Varga

Creative Media Producer

Travis Varga

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

John Grayson

Head of Post Production

John Grayson

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® 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