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