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