Brian Rosen

Sr. Advisor

How I Arrived at Ritholtz

“Making good financial decisions is hard. I learned a lot about markets and risk management trading for more than a decade. When my wife and I started our family, I wanted less financial volatility and more financial stability. Managing risk in the trading world felt transactional, while managing risk for our clients is more durable. That’s the attitude at RWM, and that’s how I came to join the team.”

Favorite Part Of The Job

“Forging a partnership with clients. When we help clients plan for their financial future and they succeed, so do we.”

When I'm Not Working

“When I’m away from work, you’ll find me spending time with my family. My son and daughter are growing up fast. My wife and I are trying to see as much of that as we can. When my headphones are on, I’m listening to hip-hop, and when I’m reading, it’s about living healthy. And Twitter; there’s always time for Twitter…”

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