Eric Smith

Advisor

How I Arrived at Ritholtz

“I first learned about Animal Spirits during an internship, and I’ve enjoyed RWM’s content ever since. When a former colleague joined the team, I started thinking about whether it could be the right move for me. As I met more members of the team, I noticed a genuine excitement about the work they are doing for clients. When the opportunity to join presented itself, it was an easy decision!”

Favorite Part Of The Job

“When clients understand their “why”, decisions become easier and the outcomes more meaningful. My favorite part of financial planning is helping clients determine where they are heading and helping them get there.”

When I'm Not Working

“You will find me outside! I’m passionate about biking, running, rock climbing, camping, and hiking. I also enjoy capturing these moments through photography and videography.”

Education/Certifications

Bachelor of Science in Finance, Virginia Tech

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