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.”

Industry Experience

2 Years

Education/Certifications

Michigan State University. Series 65. Series 7. SIE. Life and Health Insurance.

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