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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.

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