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