Cameron Rufus, CFP®

Advisor

How I Arrived at Ritholtz

“While in college, I worked in the insurance industry for a couple years and really didn’t like what I was seeing. So, I decided to find a new entry to the finance world. Oblivious to all of Fin-Twit and famous financial bloggers, I decided to start my own blog geared towards people my age to share with them the truth about money and some of the kinds of people to look out for. One thing led to another and I was guest writing for a few other advocates for financial literacy awareness. I met a gentleman from the Philadelphia area, who is now my mentor, who introduced me to Kris. We spoke on the phone one Friday, met the other partners shortly after and it has been uphill since then.”

Favorite Part Of The Job

“Being able to work with such impressive, like-minded people on both sides; clients and colleagues, who inspire me to learn more and be better everyday. And being able to work in the city I’ve always dreamed of.”

When I'm Not Working

“I’m meeting new people and exploring New York City, working out, or trying to learn a new recipe. If I’m not doing either of those, I’m writing or learning to play the piano.”

Industry Experience

5+ Years

Education/Certifications

Bachelor’s Degree, Bowling Green State University. CERTIFIED FINANCIAL PLANNER®

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