Cameron Rufus, CFP®

Advisor

How I Arrived At RWM

“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.”

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