Jonathan Novy

Sr. Advisor

How I Arrived at Ritholtz

“I began my career at an insurance company Broker-Dealer, and quickly learned that it was a terrible place to be a fiduciary. I had been reading Josh, Michael, and Barry for years, and shaped our approach to advice like RWM’s. When the opportunity came, and we had the good fortune to meet the gang, it was an easy decision for all of us. We opened RWM Chicago in 2018. It’s been the best decision of my career.”

Favorite Part Of The Job

“Very little compares professionally to earning someone’s trust over time, when they share with you the things most sacred to them. It brings equal parts privilege and responsibility. I also work with the best colleagues in the world, full stop.”

When I'm Not Working

“I live in Chicago with my wife Laura, our kids, Sam and Violet, our dog Mabel, and our cats Ruben and Butters. I love to cook, and my kids would tell you I make the best pancakes. I never miss a Manchester United game, and I am a kettlebell enthusiast.”

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