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