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