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