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.”

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