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