Jay Tini

President

How I Arrived at Ritholtz

Working to support Vanguard’s relationships with RIAs in New York gave me a front-row seat to watch Barry, Josh, Kris, and Mike build RWM from scratch. The way they live and breathe, providing clients with the best possible outcomes paired with content that guides investors through whatever the markets throw at us, it was no surprise that RWM would experience such rapid growth. What was a surprise was that the founders would consider me to help manage the growth.”

Favorite Part Of The Job

“Without question, my favorite part of the job is seeing how our work helps clients. I love how RWM has investing and planning solutions for all investors. Every client has hopes, dreams, goals, and aspirations. There are few things more rewarding than helping clients achieve life goals through investing and planning.”

When I'm Not Working

“In the winter months, my favorite thing to do is ski with my wife and three kids. In warmer weather, I take advantage of any opportunity to get out on the water. I love kayaking, stand-up paddleboarding, and sailing. For the last two summers, I’ve been busy organizing Connecticut’s largest paddleboard race,  which I started with the Fairfield Rotary Club. I also love turning wrenches and swinging hammers with frequent home improvement projects and tinkering with old cars.”

Industry Experience

25+ Years

Education/Certifications

MBA

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