Benjamin Coulthard, CFP®

Sr. Advisor

How I Arrived at Ritholtz

“I started reading Josh back in 2015 and was immediately drawn to his authenticity. Nobody I had ever read before cut to the truth like he did – that is, until I discovered Barry, Michael, Ben, Blair, Nick, Tony, Dina, Tadas, etc. At that point, I knew that I’d never reach my full potential as a financial advisor unless I became part of the RWM team.”

Favorite Part Of The Job

“Helping the many clients and colleagues of Ritholtz.”

When I'm Not Working

“Three F’s – Family, Friends and Football”

Industry Experience

10+ Years

Education/Certifications

CERTIFIED FINANCIAL PLANNER®

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