Colleen Parker

Director of Client Service

How I Arrived at Ritholtz

“I joined RWM as employee 11 along with Anna, Brian, and Jonathan, becoming RWM’s “Chicago office”. Before jumping on board, we were running our own small RIA and decided it was time to partner with a larger organization. We had been big fans of the RWM team for a while, but it was a perfect fit after meeting with the partners.”

Favorite Part Of The Job

“The people. We have something extraordinary here at RWM. Being part of this group – co-workers and clients alike – makes this a delightful place.”

When I'm Not Working

“Fortunately for me, most of my close family lives within a couple of miles of one another, and we spend much of our time together cooking and eating. My immediate family includes Stuart, my husband, along with our sons Liam and Calvin.”

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