Blake Wohlwend

Client Service Associate

How I Arrived at Ritholtz

“I first learned about RWM through one of my professors at MSU. After several amazing experiences with members of the team, I was drawn to how strongly their core values aligned with those of my own.”

Favorite Part Of The Job

“My favorite part of the job is the collaboration and positive energy. It’s clear that everyone genuinely cares about one another and doing what’s best for our clients. Being in an environment where people lift each other up makes coming to work something I look forward to.”

When I'm Not Working

“I love waterskiing, snow skiing, hunting, fishing, and lacrosse. When I’m not doing those things, I try to fill my weekends with new happenings in the city. As a lifelong Chicago sports fan, I never miss a chance to cheer on my teams, no matter how tough the season.”

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