Catalina Castillo

Compliance Analyst

How I Arrived at Ritholtz

“I wanted to leave the legal field for the financial industry, and was waiting for the right opportunity. When I saw there was an opening that matched my qualifications at RWM, I started researching the firm. After meeting with both Erika Mauro and Bill Sweet, I knew this was a really good fit for me.”

Favorite Part Of The Job

“I get motivation from working alongside other dedicated and hardworking colleagues. Teamwork really does make the dream work!”

When I'm Not Working

“I always kick my day off by drinking a hot cup of black coffee and listening to Les Brown’s motivational speeches or the BBC morning news. I love spending time with family and close friends and I keep active by going to the gym to clear my mind. Whenever I get the chance I love to visit MomA.

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