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