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”

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