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