Benjamin Coulthard, CFP®

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