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