Ian Cully, CFP® CFA®

Advisor

How I Arrived at Ritholtz

“I’ve been a follower of RWM for many years, drawing inspiration from their posts, books, and podcasts. What stood out to me was their commitment to their message and the incredible talent behind it. In 2018, I helped build an independent RIA with my family and a partner—an experience I’ll always be proud of. But when the chance to join this amazing team came along, I knew I was on my way.”

Favorite Part Of The Job

“I love being a financial problem-solver—helping clients uncover opportunities that lead to a more meaningful financial life. For me, it’s about the process: collaborating as a team, building thoughtful strategies, and ultimately making the advice personal.”

When I'm Not Working

“I’m a lucky guy—I have a wonderful wife, Kristen, a very happy baby boy, Hartwell, and our great dog, Victor. We love hosting friends and family, usually with good food, music, and a glass of wine on our porch. On the weekends in Annapolis, you’ll often find me reading by the water, playing a round of golf, or trying a new recipe in the kitchen.”

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