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New York NY, 10018

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