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