Angelica Andrews

Paraplanner

How I Arrived at Ritholtz

“I found RWM by chance, but it quickly became one of the best opportunities to come my way. From the start, it felt like an easy place to want to be a part of, and it still does.”

Favorite Part Of The Job

“Whether it’s a big life milestone or something small that brings peace of mind, I love being part of the moments that matter for our clients. Working with a team that’s dependable, dedicated, and never stops improving makes the work even more meaningful.”

When I'm Not Working

“I’m likely trying a new restaurant around Philadelphia, squeezing in a Pilates class, or hanging out with my dachshund, Chase—who’s very much convinced he’s the one in charge.”

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