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