Callie Campanella, CFP®

Advisor

How I Arrived at Ritholtz

“Animal Spirits found me about seven years ago, and like most advisors who stumble across it, I was hooked from the start. The podcast became my go-to for turning market noise into something clients could actually use. Then my friend Jalen joined the firm and spent the next several years making sure I knew exactly how good the culture was. From there, landing here became the goal.”

Favorite Part Of The Job

“Coaching volleyball taught me that the right mix of guidance and accountability can change the course of someone’s life. Financial planning is where those two things meet. Clients often come in feeling overwhelmed and leave feeling capable and in control and being part of that shift never gets old.”

When I'm Not Working

“When I’m not working, I’m probably reading, eating, or ideally doing both at the same time. I don’t cook, but I’m an excellent appreciator of my husband’s creations. Most nights we’re deep into a good show, and my favorite way to start the day is with a hot yoga class.”

Education/Certifications

B.S in Psychology, The University of Georgia

Masters in Financial Planning, The University of Georgia

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