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.”

Industry Experience

6+ Years

Education/Certifications

Bachelor of Science in Business Management, West Chester University of Pennsylvania (Summa Cum Laude). Previously Series 7 & Series 63 licensed. Currently Series 65 licensed.

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