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