Andrea Diltz

Client Service Associate

How I Arrived at Ritholtz

I learned about RWM through my professor at MSU. My admiration grew strong after learning about RWM’s passion for industry education and their clients. I’ve made wonderful connections with the team and love how their values align with mine. I am grateful to be contributing to the success of RWM!

Favorite Part Of The Job

My favorite part of the job is the team and their support for each other and their clients. A positive company culture is crucial and RWM clearly upholds this standard. I truly can’t imagine being apart of any other team!

When I'm Not Working

I love being around friends and family. I enjoy exercising, planning trips, learning new things, and eating yummy food! My favorite place is Diamond Lake, Michigan and I spend many weekends there boating in the summer!

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
Kyla Candelaria
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Nick Maggiulli
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Joey  Fishman
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Barry Ritholtz
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Nathan Gilmore
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Catalina Castillo
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Travis Varga
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Daniel Parra
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Dylan Kluender
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Ben Carlson, CFA®
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Eric Zipfel
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Brian Rosen
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Ian Cully, CFP® CFA®
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Kris Venne, CFP®
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Patrick Schwendeman, CFP® ChFC®
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Nelson Crane
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Dina Isola
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Lauryn Lafferty
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Matthew Papandrea, CFP®
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Advisor
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Everett Taylor, CPA®
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Gisela Warner
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Benjamin Packer
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Daniel Baxter
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Adam Gock
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Alan Brockhaus, CFP®, ChFC®
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Erika Mauro
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Nick Sapienza, CFP®
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Sr. Advisor
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Susan Gray
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Anna Chaiken
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Vice President
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Stephanie Baszner, CFP®
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Adam Day, CFP®
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Advisor
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Gary Pulford, CTFA
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Sr. Advisor
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Lauren Spears
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Duncan Hill
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Josh Brown
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Jordan D. Hanson, CFP®
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Adam Niestradt
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Taylor Hollis, CFP® CFA®
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Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
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John Grayson
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Jacobi Poesch
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Angelica Andrews
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Lisa Rosenstein, CPA®
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Brianna Pintauro
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Brianna Pintauro
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
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Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
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Jonathan Novy
Jonathan Novy
Sr. Advisor
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Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
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Nate Jefferson, CFP®
Nate Jefferson, CFP®
Advisor
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Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
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Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
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Kevin Young, CFP®
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Sr. Advisor
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Blair duQuesnay, CFP® CFA®
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Patrick Haley, CFP®
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Bill Artzerounian
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Blake Wohlwend
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Ross Cohen, CFP®
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Sr. Advisor
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Matt Cerminaro
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William Sweet, CFP®
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Alex Messer
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Claire Galante
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Executive Assistant
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Nicole Samoroukova
Nicole Samoroukova
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Trevor Batt, CFP®
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Advisor
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Jay Tini
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Callie Cox
Callie Cox
Chief Market Strategist
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Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
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Paul Zodtner, CRPC®, RICP®
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Andrea Diltz
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Matt Lohrius, CFP®
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Tadas Viskanta
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Lisa Paul
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Client Service Associate
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Sean Russo
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Cameron Rufus, CFP®
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Colleen Parker
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Benjamin Coulthard, CFP®
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Sr. Advisor
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Chris Carey
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