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