Josh Brown

CEO

How I Arrived at Ritholtz

“In 2010, I met Barry Ritholtz, and since 2011, we’ve been helping people make the most of their retirement portfolios. In 2013, we co-founded Ritholtz Wealth Management in New York City with two partners, a bank account, and some big ideas about client service, research, transparency, and accountability. Ritholtz Wealth Management is the culmination of my life’s work. I have poured every ounce of blood, sweat, tears, passion, and determination into making this place a special destination for clients and employees. That work continues day after day. When you talk to my people, you can see and hear it for yourself. Tell us your story and let’s see if we can help you.”

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