Jonathan Novy

Sr. Advisor

How I Arrived At RWM

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