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

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Bill Artzerounian

Director of Tax Services

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Daniel Parra

Sr. Creative Media Producer

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Chris Carey

Advisor

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Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Tadas Viskanta

Director of Investor Education

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Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Jay Tini

President

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Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Alex Palumbo, CFP®

Sr. Advisor

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Lisa Paul

Client Service Associate

Lisa Paul

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Adam Gock

Sr. Client Service Associate

Adam Gock

Andrew Mason, CFP®

Advisor

Andrew Mason, CFP®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Eric Smith

Advisor

Eric Smith

Eric Zipfel

Sr. Advisor

Eric Zipfel

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Josh Brown

CEO

Josh Brown

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Anna Chaiken

COO

Anna Chaiken

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Jake Turner, CFP®

Tax Advisor

Jake Turner, CFP®

Will Ciemny, CFP®

Investment Strategy Specialist

Will Ciemny, CFP®

Duncan Hill

Creative Director

Duncan Hill

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Brian Rosen

Sr. Advisor

Brian Rosen

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Alex Messer

Sr. Trader

Alex Messer

Susan Gray

Sr. Client Service Associate

Susan Gray

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Nelson Crane

Trading Research Associate

Nelson Crane

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Sean Russo

Investment Analyst

Sean Russo

Andrea Diltz

Client Service Associate

Andrea Diltz

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Benjamin Packer

Client Service Associate

Benjamin Packer

Ross Cohen, CFP®

Sr. Advisor

Ross Cohen, CFP®

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

William Vaughan, CFP®

Advisor

William Vaughan, CFP®

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Colleen Parker

Director of Client Service

Colleen Parker

Joey Fishman

Sr. Advisor

Joey Fishman

Nathan Gilmore

Estate Attorney

Nathan Gilmore

John Grayson

Head of Post Production

John Grayson

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Dina Isola

Advisor

Dina Isola

Erika Mauro

Client Service Director

Erika Mauro

Anya Pacheco

Client Service Associate – Tax

Anya Pacheco

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Lauren Spears

Client Service Associate

Lauren Spears

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Travis Varga

Creative Media Producer

Travis Varga

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Matt Lohrius, CFP®

Sr. Advisor

Matt Lohrius, CFP®

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Nick Maggiulli

Chief Data Officer

Nick Maggiulli

Callie Campanella, CFP®

Advisor

Callie Campanella, CFP®

Angeline Ford

Executive Assistant & Office Manager

Angeline Ford

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Dylan Kluender

Sr. Trader

Dylan Kluender

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Catalina Castillo

Compliance Analyst

Catalina Castillo

Andrew Fouch, CPA®

Tax Planner

Andrew Fouch, CPA®

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Angelica Andrews

Paraplanner

Angelica Andrews

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Andrea Diltz

Client Service Associate

MEET OUR EXPERTSGUIDING YOUR FUTURE

MEET OUR EXPERTS
GUIDING YOUR FUTURE