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