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