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.

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